Bournemouth
Opportunities available nationwide. Please apply below for an instant invite to an online discovery session where you will find out more about this role and will be able to talk with the Area Manager.
FIELD SALES ADVISOR - £40k+ earnings
Flexible...
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...
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...
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...
HR GO RecruitmentBournemouth
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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Investment Managers Assistant
Southampton | Permanent | £30,000 - £34,000/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 which will include:
• Provide a high standard of administrative support to the Investment Management team.
• Assisting IM's with portfolio management for a range of discretionary and advisory clients.
• Preparing reports and documentation required for client meetings
• Follow on-boarding processes for setting up new clients and ensuring all regulatory information is collected and recorded.
• Assist with the production of client suitability reports
• Assist with probate / CGT valuations, preparation of client reports and transaction implementation.
• Preparing investment proposals
• Opening and maintenance of client accounts
• Maintenance of due diligence documentation
• Performing trades
• Monitoring progress of investment funds
Applicants must possess previous experience of working in the Investment or Wealth management sector and ideally have the CISI qualification or equivalent. You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving ability.
You will be able to work in a team environment and use your experience to support more junior members of the team.
This a great opportunity to join one of the UK's leading Independent Investment Managers offering a great working environment and a generous remuneration and benefits package
• Provide a high standard of administrative support to the Investment Management team.
• Assisting IM's with portfolio management for a range of discretionary and advisory clients.
• Preparing reports and documentation required for client meetings
• Follow on-boarding processes for setting up new clients and ensuring all regulatory information is collected and recorded.
• Assist with the production of client suitability reports
• Assist with probate / CGT valuations, preparation of client reports and transaction implementation.
• Preparing investment proposals
• Opening and maintenance of client accounts
• Maintenance of due diligence documentation
• Performing trades
• Monitoring progress of investment funds
Applicants must possess previous experience of working in the Investment or Wealth management sector and ideally have the CISI qualification or equivalent. You must possess outstanding communication and administration skills along with a keen eye for detail and strong problem solving ability.
You will be able to work in a team environment and use your experience to support more junior members of the team.
This a great opportunity to join one of the UK's leading Independent Investment Managers offering a great working environment and a generous remuneration and benefits package
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