A challenging role has arisen 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.
The Role
· Researching a broad range of financial products across all financial sectors
· Working together with an Adviser on a variety of different cases.
Responsibilities include
· Produce valuations
· Completing the full Annual Review process as a key part of the business
· Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
· Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
· Sending Letters of Authority
· Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Engage
· General Administration duties
· Liaise with Compliance Department
· Create and maintain client files and enter details onto back office database
· Submitting Business on internal and external systems
· Working with back office system
· Fact find completion onto system for new clients.
· Monitoring of trail fees, consolidation of correct amounts from correct providers and company payment.
· Post management, uploadin...