VERY SKILLED Financial Services Admin and Report writing skilled to ideally RO4 or close – AMERSHAM IN Buckinghampshire
Reed

Amersham, Buckinghamshire
•5 days ago
•No application
About
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. THE ROLE REQUIRES A VERY STRONG CANDIDATE WITH EXPERIENCE OF PROVIDING THE FINANCIAL ADVISOR FULL 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 with MINIMUM, hopefully of R04 EXAM or close to it linked to R01 to R03 if not : ) 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




