Job Information

Job Objective:

To undertake client related administration, review work, reporting and implementation, in order to assist Independent Financial Advisers in the provision of independent financial services to clients.

To undertake the required number of chargeable hours for the department.

To complete tasks in an efficient and timely fashion and not to undertake a task which would take a higher time cost than that which an Independent Financial Adviser could take.

Typical Tasks:

Maintenance of client and portfolio records.

Preparation of client files for annual or half yearly reviews.

Process client new business and general client administration as required.

Produce financial product and investment product recommendation reports.

Undertake product and provider research including selecting funds.

Preparing necessary paperwork and application forms for client meetings.

Communicate with product providers on case progress, compliance issues and record keeping. Deal with provider errors and mistakes and rectify these.

This is a fantastic opportunity to join a company that offers growth within your personal development and the opportunity to gain qualifications and progression.

Please apply on-line or contact Cameron James for full details and company information.