Employer:<\/b> Robinson Financial Careers
\nSalary:<\/b>
\nDate Added:<\/b> 02\/03\/2024<\/p>\n
A new role has become available within a highly respected Chartered Financial Services firm based in Leadenhall Street, London. This is an opportunity for a responsible, self-motivated, well organised candidate.<\/p>\n
The Role<\/em><\/strong><\/p>\n \u00b7 Researching a broad range of financial products across all financial sectors<\/p>\n \u00b7 Working together with an Adviser on a variety of different cases.<\/p>\n Responsibilities include<\/em><\/strong><\/p>\n \u00b7 Produce valuations<\/p>\n \u00b7 Completing the full Annual Review process as a key part of the business<\/p>\n \u00b7 Liaise with various providers, gathering and correlating plan \/ policy information and ensuring a smooth and timely business process<\/p>\n \u00b7 Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly<\/p>\n \u00b7 Sending Letters of Authority<\/p>\n \u00b7 Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Engage<\/p>\n \u00b7 General Administration duties<\/p>\n \u00b7 Liaise with Compliance Department<\/p>\n \u00b7 Create and maintain client files and enter details onto back office database<\/p>\n \u00b7 Submitting Business on internal and external systems<\/p>\n \u00b7 Working with back office system<\/p>\n \u00b7 Fact find completion onto system for new clients.<\/p>\n \u00b7 Monitoring of trail fees, consolidation of correct amounts from correct providers and company payment.<\/p>\n \u00b7 Post management, uploading to systems and actioning where appropriate.<\/p>\n Location<\/em><\/strong><\/p>\n You will be expected to work in our City office on a full-time basis. There may be times when working from home is necessary, but this will be with agreement with the Adviser.<\/p>\n Ideal candidate<\/em><\/strong><\/p>\n You will have the ability to build strong working relationships with both the Adviser, and the rest of the team. Unlike most other advisers in the company, you will be part of a team of four who work closely with the Adviser and working well as part of a team is important to the Adviser\u2019s objectives and success.<\/p>\n Previous experience of working within a similar role within a financial services business is not essential. Diploma qualified is not essential but working towards this is desirable.<\/p>\n It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.<\/p>\n You must be happy to work on your own and as part of a team and have excellent time management skills.<\/p>\n This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career.<\/p>\n Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role. You will be expected to sit some industry exams relevant to the role within the first 2 years of joining the firm.<\/p>\n Application Deadline:<\/b> 13\/04\/2024
\nContract Type:<\/b> Permanent
\nSubmitted Applications:<\/b> 0<\/p>\n