A1stclasspositionsupporthasjustbeencreatedwithinasuccessfulandextremelyfriendlyWealthandAssetManagerbasedinHertfordshire.
Thiswouldsuitanindividualwithatleast12monthInvestmentorIFAAdministrationexperience.
Workinglargelyfromtheoffices(withsomeflexibilityforhybridworking)theroleencompassesafullrangeoftechnicalsupportadministrationandsuitabilityreportwriting.
DutiesInclude:
* AdministrationofafullrangeofPrivateclientPensionandInvestmentproducts.
* Coordinatingwithexternalprofessionals,suchassolicitorsandaccountants,toprovideaholisticservicetoclients.
* Assistinginthetrainingofnewstaff,sharingknowledgeandbestpracticesinsupport.
* Conductingcomprehensiveresearchonfinancialproductstosupportplannersinmakinginformedrecommendations.
* Implementingriskanalysistechniquestoassessandmitigatepotentialthreatstoclients'financialobjectives.
* Streamliningprocessesforgatheringclientfinancialinformation,significantlyimprovingefficiencyandaccuracy.
* DailyuseofProviderPlatformsandbackofficesystems.
Theroleoffersaverycompetitivesalaryandrangeofbenefitsandisavailableimmediately.
AMRT1_UKTJ
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