HavenEngland
Join our team at Golden Sands set in the beautiful town of Rhyl with a gorgeous beach setting and lots of Haven fun.Quebec Road, Mablethorpe, Lincs LN12 1QJ GBR.Come andjoin our One Great Team here at Haven as a Fast Food Shift Leader!.Who doesn’t love a good takeaway? .At Haven, we’ve brought some ...
Quilter Financial PlanningSouthampton, 24 mi from Bournemouth
Any applicant must hold Level 4 Diploma in UK financial advice ** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced...
HR GO RecruitmentBournemouth
Job Tittle: Customer Service Advisor
A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.
Location: Bournemouth
Salary: £23,500
Job Type: Permanent...
Vision-FS RecruitmentBournemouth
Qualified Financial Advisor’s across the UK.
A leading provider of financial education in the workplace supported by guidance and advice. Educating employees about investments, retirement and tax planning through seminars, the group creates over 15,000 new...
Palmer SnellPoole, 5 mi from Bournemouth
and experienced management team
• Competitive basic salary
• Central Admin Support and agile IT tools to help you succeed
• Supportive encouraging and rewarding environment – We invest in you!
Key responsibilities of a Mortgage Advisor:
• Building...
Hr GoBournemouth
General Duties of Customer Service Advisor:
Responding to emails and telephone calls made by investors and professionals adhering to compliance and regulations
Prioritise queries and correspond with other departments when necessary to determine the root...
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Junior Investment Administrator
Southampton | Permanent | £24,000 - £28,000/year | www.cv-library.co.uk |
Due to continued growth my client, a leading Independent Investment Manager, currently seek a talented candidate to join their friendly team. The role will involve supporting the Investment Managers (IM's) with a wide range of administrative and client driven activities - duties will include:
• Assisting IM's with portfolio management for a range of discretionary and advisory clients
• Opening and maintenance of client accounts
• General administration and data entry duties
• Maintenance of due diligence documentation
With training and experience the role will involve:
• Performing trades
• Monitoring progress of investment funds
• Assist with the construction and maintenance of Investment models
• Ensuring clients portfolios are aligned with their goals and attitude to risk
• Preparing investment proposals
• Actively assisting with the development of Investment strategy
Applicants will be educated to A'level standard with an interest in the Investment industry. You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving ability. Prior experience in financial services will be advantageous although not a necessity.
This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent benefits package
• Assisting IM's with portfolio management for a range of discretionary and advisory clients
• Opening and maintenance of client accounts
• General administration and data entry duties
• Maintenance of due diligence documentation
With training and experience the role will involve:
• Performing trades
• Monitoring progress of investment funds
• Assist with the construction and maintenance of Investment models
• Ensuring clients portfolios are aligned with their goals and attitude to risk
• Preparing investment proposals
• Actively assisting with the development of Investment strategy
Applicants will be educated to A'level standard with an interest in the Investment industry. You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving ability. Prior experience in financial services will be advantageous although not a necessity.
This a great opportunity to join one of the UK's leading Independent Investment Managers offering a friendly and exciting working environment along with an excellent benefits package
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