VERY SKILLED Financial Services Report writing & Admin & skilled RO1

Description

This great client needs a very skilled Financial Services candidate WITH A MIXTURE OF SKILLS IN FINANCIAL SERVICES - INCLUDING FINANCIAL SERVICES ADMIN AND A minimum RO4 financial services skills which lines up a candidate to be offered a bit more senior in experience qualifications. Be great if you have any link to junior paraplanning.

ALSO, THE ROLE REQUIRES EXPERIENCE IN PROVIDING THE FINANCIAL ADVSIOR'S SUPPORT.

If you are a skilled Financial Candidate LINKED TO BELOW you can apply for the office Based Role and get lined up for sure.

As outlined you must be senior financial services qualified IDEALLY with MINIMUM OF R04 EXAMS IDEALLY OR ON THE CASE TO IT.

Lovely company and office based as outlined - SEE BELOW

They are seeking a confident and experienced Senior support so as to lead the support function linked to the business. This role is 100% office based and the successful candidate is unlikely to have less than 5 years' experience in a similar role. The candidate should ideally have made some progress with their CII qualifications and the successful completion of RO1, RO3 and RO4 is particularly important. The duties and skills required include the following:-

The completion of suitability reports (using templates)ResearchInvestment fund switches/rebalancesSupport around regular client reviewsMI collationPower point, and Office 365 skillsUse of various research tools and systemsConfident communicator with clients and providers (verbal and in writing)Diary ManagementSelf-motivated and able to work without supervisionClient calls, scanning, emailing, printing and postingSupport around the completion of all FCA reports and PI coverMaintain and update all client filesBusiness submission and recordingGeneral office duties and support IF YOU ARE SKILLED LINKED TO THIS THEN YOU WILL GET LINED UP BY ME TO THIS ROLE.

Ad ID: 5417351012