UA-185291695-1 Review Team Assistant, Jobs, 327

Review Team Assistant

IFA Administrator - Hull, Yorkshire and the Humber

Ref: 327Monday 15 November 2021

£18,000 - £20,000

A leading national IFA firm with offices in Hessle are looking to hire an Administrator. The companies vision is to become a leading global provider of trusted wealth planning and investment management solutions to clients, underpinned by investment in people and innovation in technology to support our advisers and clients.

 

Responsibilities:

Work with colleagues to ensure adherence to company procedures and standards

Ensure shared working area is kept up to date and all client documents are saved on the X drive/ XPLAN when finalised

Maintain records according to the company standard

Handling telephone and email enquiries efficiently and effectively

Compile a full review pack for each client annually when requested by adviser/client liaison that ensures the client remains compliant

Ensure timely execution of requests to produce client review reports to include attitude to risk analysis, fund analysis and portfolio performance

Assisting advisers in the creation of client financial reports and letters

Producing detailed valuations of clients investments

 

Skills

Strong client service skills

Strong Microsoft Office skills

Experience working in the financial service sector