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Wealth Management Administrator - 12 Months Maternity Cover

Eingestellt von Aspire Cambridge

Gesuchte Skills: Support, Client

Projektbeschreibung

To provide a range of administrative financial services support to our advisory team; making effective use of systems, entering investment details and fund prices which are used to analyse, interpret, present and report on the performance of discretionary portfolio investments of clients

This role requires…

5 GCSE's grade A-C (including English and Mathematics)
Proficient in Microsoft Office (Word/Outlook/Excel)
Ability to work on own initiative, plan and organise workloads effectively to meet deadlines
Communicates clearly, both verbally and in writing
Good number skills
Methodical and detailed approach
It would be helpful if you also had…

Certificate in Financial Planning
Experience of discretionary portfolio management
What the role involves:

Collate, analyse and interpret internal and external data in order to update investment history on the CRM system (Adviser Office)
Produce relevant, accurate and timely business and management information in various formats and using various tools and sources for both internal and external routine standard reporting.
Provide high quality and timely performance information in collaboration with colleagues and assess whether the client's (internal or external client) need is met.
Set up and maintain relevant diary systems to back up and support for
quarterly/half yearly and annual valuations
ongoing financial administration tasks
Be responsible for maintaining the accuracy of relevant data contained within the CRM system (Adviser Office), and other relevant databases
Requesting illustrations, under the guidance of the Client Relationship Managers
Applying judgement on data classification when required, to ensure up-to-date and consistent information is available at all times (e.g. removal of matured/cancelled policies from valuations - requires approval from line manager).
Liaising with providers to obtain fund values/unit prices/transaction statements and other
Start: ASAP
Location: Newmarket, Suffolk
Hours: 12 Months Maternity Cover
Salary: £competitive

If you have not received a response within 3-5 working days, unfortunately your application has been unsuccessful. Aspire Cambridge is acting as an Employment Agency for this Contract vacancy.

Projektdetails

  • Vertragsart:

    Contract

  • Berufserfahrung:

    Keine Angabe

Geforderte Qualifikationen

Aspire Cambridge