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Finance Assistant - Fees & Charges (12 Month FTC)

Eingestellt von Resource Solutions Group - Ascentric

Gesuchte Skills: Client, Support

Projektbeschreibung

Ascentric
Finance Assistant - Fees & Charges
£18,000 - £20,000
12 month Fixed Term Contract

As part of Investment Funds Direct Limited (founded 1982), Ascentric's 'Wrap' platform enables Financial Advisers to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their Financial Advisor.

Our goal is to be the independent wrap platform of choice. We strive to achieve this by constantly listening to our clients, by focusing on service delivery and by constantly improving the breadth and depth of our platform proposition.

We are now looking to add a Finance Assistant to our Fees & Charges team based in Bath. The purpose of this role is to calculate payments, collect rebates and transfer of company revenue, as well as dealing with queries from advisers and internal clients.

RESPONSIBILITIES:

* Calculation and transfer of fees and charges for advisers and 'white label' customers.
* Dealing with internal and external queries with regards fees, charges & rebates received from fund managers.
* Collection of outstanding fund manager rebates and dealing with outstanding debtors.
* Providing ongoing support to the team.
* Ad hoc calculations and MI.

EXPERIENCE:

* Knowledge of the retail financial services industry and specifically wrap/platform market would be beneficial but not a pre requisite
* High level of Excel competence
* PC literacy & Internet skills
* Experience in a client facing role would be preferable
* Educated to degree level or equivalent
* Good planning and organisation skills with a high attention to detail
* Ability to work under pressure and priorities work load and tasks

The role would suit a graduate or someone with equal working experience looking to gain experience within the financial services. If you believe you have the necessary skills and experience to join Ascentric, please send your CV and a covering letter in the first instance

Projektdetails

  • Vertragsart:

    Contract

  • Berufserfahrung:

    Keine Angabe

Geforderte Qualifikationen

Resource Solutions Group - Ascentric