DPDBicester
Startingyour own business as an Owner Driver with DPD has never beeneasier.With our Owner Driver Franchise scheme, you can run yourown business and share in the growing success of DPD.We give youall you need to get started.From your own van, the best tech inthe business and all the training to get y...
DPDBicester
Starting your own business as an Owner Driver with DPD has never been easier.With our Owner Driver Franchise scheme, you can run your own business and share in the growing success of DPD.We give you all you need to get started.From your own van, the best tech in the business and all the training to ...
DPDBicester
Starting your own business as an Owner Driver with DPD has never been easier.With our Owner Driver Franchise scheme, you can run your own business and share in the growing success of DPD.We give you all you need to get started.From your own van, the best tech in the business and all the training to ...
Page Personnel FinanceLondon, 36 mi from Aylesbury
The Fund Operations Associate needs to do suppor with all fund administration and support tasks for the clients fund which is mainly UCITs.
Client Details
The financial services client is one of the largest investment management companies in Japan...
Marks SattinLondon, 36 mi from Aylesbury
will be ACA/ACCA qualified or equivalent with experience gained within Fund Accounting (ideally with infrastructure investments). Candidates from an accountancy practice or fund administration background with Infrastructure, PE or Real Estate Fund clients...
One Ten AssociatesLondon, 36 mi from Aylesbury
/calculation, NAV management, trade recs, and general fund administration. In addition to this, there will be a great focus on process enhancement and implementation. Therefore, candidates must be able to exhibit knowledge and experience of working on projects...
Eames ConsultingLondon, 36 mi from Aylesbury
with a background in funds audit or fund administration who is looking to make a first move in-house. Wider financial services audit portfolios will also be considered. Having commercial acumen is key and the individual must be confident dealing with a multitude...
LGBT GreatLondon, 36 mi from Aylesbury
Preparing legal documents and key prospectuses
• Manage queries from both internal and external clients
• Ensuring regulatory compliance
Experience
• 1 – 3 years proven fund administration, onboarding or oversight experience within Asset Management/3rd...
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Senior Wealth Administrator
Reading | Permanent | £28,000 - £32,000/year | www.cv-library.co.uk |
Role - Senior Wealth Administrator
Location - Reading, M4 corridor
Salary - £28,000 - £32,000 (depending on experience)
We are recruiting for one of our successful partnership businesses based in Reading. Due to growth and expansion, they are looking for an experienced Senior Wealth Administrator to join their team.
This role will focus on providing effective administrative support to their Financial Planning Consultants to ensure an efficient processing of business and to deliver a high quality service to clients.
With offices based in Reading and training and work facilities in Swindon this would suit someone located along the M4 Corridor
Duties and Responsibilities to include but not limited to
• Manage the CRM system to ensure the delivery of ongoing service requirements, maintaining accurate data and client records.
• To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings.
• Prepare calculations as required to assist in assessing the clients’ investment management needs, critical illness and life insurance needs
• Produce Client Suitability Reports for personalising and sign off by the Consultant.
• To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance.
• To manage ad hoc client administration requests including elements such as withdrawals, fund switches, changes of address, requests for documentation etc.
• Assist in the successful management of client relationships
Knowledge and kills Required
• Minimum 2 to 5 years’ experience in an administrative role based in a Financial Advice business or the Financial Services Industry
• An understanding of the Financial Services market, the role of a Financial Adviser and the advice process
• An understanding of fund management, UK taxation, life insurance and investment products
• Experience in using platforms, cashflow modelling and analytics tools
• IT Literate with the ability to use Office 356 including Excel, Word, PowerPoint
• Strong background in client and product administration
• Strong communication skills gained within a client facing role
You will
• Have a strong personal work ethic
• Have the ability to work to tight deadlines
• Have strong organisational skills
• Be a Proactive team player but with ability to work on own initiative.
If you are a driven experienced administrator in the financial advice area, looking to continue a career within a growing business that will invest, develop and support you then please apply below for a conversation with our recruitment managers
Location - Reading, M4 corridor
Salary - £28,000 - £32,000 (depending on experience)
We are recruiting for one of our successful partnership businesses based in Reading. Due to growth and expansion, they are looking for an experienced Senior Wealth Administrator to join their team.
This role will focus on providing effective administrative support to their Financial Planning Consultants to ensure an efficient processing of business and to deliver a high quality service to clients.
With offices based in Reading and training and work facilities in Swindon this would suit someone located along the M4 Corridor
Duties and Responsibilities to include but not limited to
• Manage the CRM system to ensure the delivery of ongoing service requirements, maintaining accurate data and client records.
• To obtain valuations, quotations and illustrations and supporting documentation in preparation for and following client meetings.
• Prepare calculations as required to assist in assessing the clients’ investment management needs, critical illness and life insurance needs
• Produce Client Suitability Reports for personalising and sign off by the Consultant.
• To administer the submission of applications to platform/product providers and monitor relevant systems to ensure accuracy and/or acceptance.
• To manage ad hoc client administration requests including elements such as withdrawals, fund switches, changes of address, requests for documentation etc.
• Assist in the successful management of client relationships
Knowledge and kills Required
• Minimum 2 to 5 years’ experience in an administrative role based in a Financial Advice business or the Financial Services Industry
• An understanding of the Financial Services market, the role of a Financial Adviser and the advice process
• An understanding of fund management, UK taxation, life insurance and investment products
• Experience in using platforms, cashflow modelling and analytics tools
• IT Literate with the ability to use Office 356 including Excel, Word, PowerPoint
• Strong background in client and product administration
• Strong communication skills gained within a client facing role
You will
• Have a strong personal work ethic
• Have the ability to work to tight deadlines
• Have strong organisational skills
• Be a Proactive team player but with ability to work on own initiative.
If you are a driven experienced administrator in the financial advice area, looking to continue a career within a growing business that will invest, develop and support you then please apply below for a conversation with our recruitment managers
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