HEADWAY WEALTH  Salary

Rating of the company
THE CORN BARN, UPTON END FARM BUSINESS PARK MEPPERSHALL ROAD SHILLINGTON SG5 3PF ENGLAND
TIN: 11831263
 Consulting services
Rating of the company

HEADWAY WEALTH
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Earnings on positions in HEADWAY WEALTH

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HEADWAY WEALTH is looking for employees for positions:

business administrator

  • business administrator

Working hours

  • full-time

Language

  • english

Responsibility

  • the role will involve promoting the company’s services in a professional and FCA compliant manner
  • deal effectively with queries from clients and other parties through effective communication
  • record your client communications including client related communications with third parties
  • working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records
  • obtain information, quotes, illustrations and product details, and provide comparisons for analysis
  • collect and collate information and data about the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct
  • this will include the pre- completion of documentation ready for clients to check and sign
  • working with the Financial Adviser you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report

Requirements

  • administrative support with a financial advisory firm: 2 years
  • professional integrity: The strength of character to explain a professional