Pubblicato in: Finanza in Inghilterra Sud Ovest | Inviato: |
This is an exciting permanent opportunity to join an organisation based in Tewkesbury who take pride in their business and provide excellent progression opportunities for their staff! They have hundreds of Google reviews commending them on their service. If you want to be apart of a winning team, working in a role that has lots of variety and within a company that can offer lots of career opportunities then this could be perfect for you!
The successful candidate will need to have previous experience within Financial Services. Our client in return will provide full training and exam support (if desired).
Responsibilities:
- Support the business owner in ad-hoc tasks as required
- Preparation of meeting packs for the Financial Adviser
- Act as a point of contact and effectively deal with clients and other parties, while establishing and maintaining strong relationships
- Conducting investment portfolio reviews
- Completing Annual Reports to be issued to clients
- The completion and analysis of Client CashFlow reports
- Product research and keeping up to date with industry changes
- Act as technical support to the Administrative Team
- Carry out tax calculations and assessments for Clients
Candidate Attributes:
- Financial Services experience essential
- High level of analytical capability
- Strong communication and interpersonal skills
- Ability to communicate verbally with clients
- Excellent writing skills & attention to detail
- Self-starter who will hit the ground running and is used to working under their own initiative
- Professional & positive attitude
Hours – Monday – Friday - 9am - 5pm
Salary - Up to £30k depending on experience + 25 days holidays + free parking + private medical insurance, 5% matched pension and company bonus