A new and exciting opportunity has come about for an experienced administrator OR ambitious individual who is looking to start a career in the Investments & financial Planning sector that has just studied and completed a Degree.
The role duties are listed below, whilst we would be looking for candidates that have had exposure to the financial services industry, we are very much welcoming graduates that have recently graduated and have studied Investments, banking or Economics; however, we will consider other degree subjects.
You will be working alongside an experienced & positive advisory team with plenty of support to develop your career within the business if you are looking for a development role.

To produce client portfolio valuations from various investment providers
To produce all quotations, application forms and fund fact sheets for the Advisor’s prior to client meetings
To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records
To produce Letters of Authority for new clients to service policies
To produce any Letters/Forms required for switches, encashments etc.
Ensure compliance requirements are met on all new business cases
Weekly chasing of all new business cases
Weekly chasing of all existing business enquiries