INVESTMENT SOLUTIONS WEALTH MANAGEMENT Salary
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Worthing
GRAFTON HOUSE 26 GRAFTON ROAD WORTHING BN11 1QT

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