Social network you want to login/join with:
Client:
Page Personnel
Location:
Chester, United Kingdom
Job Category:
Finance
EU work permit required:
Yes
Job Reference:
31b55f66a3b8
Job Views:
75
Posted:
18.02.2025
Expiry Date:
04.04.2025
Job Description:
The role will be supporting the front office, Investment Managers and Financial Planners in an administrative function.
Job Responsibilities:
* Processing all new client documentation and amendments
* Monitoring of transfers of assets/cash
* ISA subscriptions and transfers
* Processing of client payments
* Administering of client accounts
* Ensuring client details and reviews are recorded correctly on systems
* General record keeping and filing
* New business and account administration
* Responsible for corporate actions
* Preparing for client meetings and producing client advice review documents
* Liaising with stakeholders internally and third party providers
The Successful Applicant:
* Similar experience in an IFA / financial planning firm
* Strong administration skills with a high level of attention to detail and accuracy
* Ideally have worked in a financial services environment
* Good knowledge of Excel and other Microsoft packages
* Strong organisational skills and able to work to deadlines
* Flexible and willing to support junior/senior members of the team
* Strong desire to learn and progress
What's on Offer:
* Study support for relevant professional qualifications
#J-18808-Ljbffr