A new and exciting opportunity has come about for an experienced administrator or an ambitious individual looking to start a career in the Investments & Financial Planning sector who has just completed a degree.
The role duties are listed below. While we are looking for candidates with exposure to the financial services industry, we are also welcoming recent graduates who have studied Investments, Banking, or Economics; however, we will consider other degree subjects.
You will be working alongside an experienced and positive advisory team with plenty of support to develop your career within the business if you are looking for a development role.
The Role
1. To produce client portfolio valuations from various investment providers.
2. To produce all quotations, application forms, and fund fact sheets for the advisors prior to client meetings.
3. To process all new business applications by submitting to providers (either online or in post), updating the client database, and maintaining daybook records.
4. To produce Letters of Authority for new clients to service policies.
5. To produce any letters/forms required for switches, encashments, etc.
6. Ensure compliance requirements are met on all new business cases.
7. Weekly chasing of all new business cases.
8. Weekly chasing of all existing business enquiries.
To Apply You Need
1. Educated to a degree level within a relevant subject; however, we will look at all degree subjects.
2. Ideally, someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of finance as we know most areas are transferable in skills.
3. IT literate.
4. Numerate and literate with some knowledge of various administrative processes ideally in Investments or finance.
5. Proven ability to demonstrate precise attention to detail.
6. Experience in managing and prioritising own workload.
7. Experience of MS Office including Excel, Word, Outlook, and Teams.
8. Excellent interpersonal skills.
9. Excellent organisational and planning skills with the ability to multi-task.
Job Type: Full-time
Pay: £22,000.00-£23,500.00 per year
Benefits:
* Company pension
* Financial planning services
* Sick pay
Schedule:
* Monday to Friday
Ability to Commute/Relocate:
* Farnham: reliably commute or plan to relocate before starting work (required)
Language:
* English (required)
Work Authorisation:
* United Kingdom (required)
Work Location: In person
#J-18808-Ljbffr