Earnings on positions in INVESTMENT SOLUTIONS WEALTH MANAGEMENT
INVESTMENT SOLUTIONS WEALTH MANAGEMENT is looking for employees for positions:
receptionist / administrator
Working hours
part-time
Benefits
profit sharing
Salary
salary
financial services administrator
Working hours
full-time
Benefits
profit sharing
Salary
salary
Responsibility
client Administration
to produce client portfolio valuations from various investment providers
to produce all quotations, application forms and fund fact sheets for the Advisors prior to client meetings
to process all new business applications by submitting to providers , updating client database, maintaining daybook records
to produce Letters of Authority for new clients to service policies
to produce any Letters/Forms required for switches, encashments etc
ensure compliance requirements are met on all new business cases
weekly chasing of all new business cases
Requirements
we are looking for an experienced Financial Services Administrator to join our team of highly efficient administrators
we are looking for an experienced Financial Services Administrator to join our super team of highly efficient administrators
financial services: 1 year
the candidate must have exerpience of working within a wealth management/IFA firm and be familiar with the administrative duties required by support staff to a financial adviser