Job Details

Job Title: Financial Assistant

Industry: Financial Services

Location: Bournemouth

Salary: £18,000 – £22,000

 

Job Description:

Recruit UK are working on an excellent opportunity for an Assistant in Bournemouth to join a Financial Planning firm.

To support Investment Managers in all aspects of administration and as the role evolves to provide support to the Investment Managers in some aspects of looking after the clients, including help with day to day dealing instructions and handling all types of queries from clients and the back office.  In this role, the person will help with all matters relating to the branch business as their level of experience and expertise grow.

  • Responsible for providing high-level support to the team of Investment Managers, ensuring the smooth running of the branch on a day to day basis.  First line client contact, both in person and on the phone or email, ensuring excellent customer service is given at all time.
  • Providing a full range of administrative services including typing of correspondence, maintenance of Word and Excel databases, filing and scanning and helping out with general office administration.
  • Processing invoices and maintaining records.
  • Dealing with the administration of client transactions, liaison with back office and handling of queries.
  • Arrange deals in accordance with Client documentation or execution the only basis as appropriate.
  • Review current filing system and make improvements – ensure it is maintained to the highest standard.
  • Ensuring valuations are produced and dispatched to clients within regulatory timescales.
  • Ensuring all communication received from clients is actioned promptly and efficiently.
  • Liaison with clients, registrars, intermediaries, solicitors; making appointments, checking holdings etc.
  • Helping to create a branch microsite and ensuring it is kept up to date and maintained on a regular basis.
  • Assisting the Investment Managers with following up potential new client connections and ensuring that the necessary forms are completed and fully processed.
  • Providing a professional investment service to all clients.
  • Personal compliance with all regulatory issues and promotion of a compliance culture throughout your department.
  • Delegate and monitor appropriate duties to other support staff when necessary.

 

What’s in it for you:

  • Salary up to £22,000
  • Great benefits
  • Assistance with qualifications if you choose to take any/progress with them
  • 5 hours a week

 

Skills and experience required:

  • Educated to GCSE or equivalent level including Maths and English.
  • Background in financial services advantageous, but not essential.
  • Experience using Intelligent Office advantageous.
  • Good numeracy skills.
  • Be articulate and diplomatic at all times.
  • Excellent written and spoken English.
  • Confident administrative skills including typing.
  • Strong attention to detail.
  • A strong team ethic is important as is a degree of flexibility.
  • The ability to work under pressure whilst remaining organised and efficient is key.

 

Recruiters contact info:

Name: Angharad Jones                                

Email: angharad.jones@recruitukltd.co.uk                                 

Tel: 01179170413                                     

WhatsApp/mobile: 07399163970           

Job Reference: 13356     

          

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on an assistant role.

 

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

Job Title: Financial Assistant

Industry: Financial Services

Location: Bournemouth

Salary: £18,000 – £22,000

 

Job Description:

Recruit UK are working on an excellent opportunity for an Assistant in Bournemouth to join a Financial Planning firm.

To support Investment Managers in all aspects of administration and as the role evolves to provide support to the Investment Managers in some aspects of looking after the clients, including help with day to day dealing instructions and handling all types of queries from clients and the back office.  In this role, the person will help with all matters relating to the branch business as their level of experience and expertise grow.

  • Responsible for providing high-level support to the team of Investment Managers, ensuring the smooth running of the branch on a day to day basis.  First line client contact, both in person and on the phone or email, ensuring excellent customer service is given at all time.
  • Providing a full range of administrative services including typing of correspondence, maintenance of Word and Excel databases, filing and scanning and helping out with general office administration.
  • Processing invoices and maintaining records.
  • Dealing with the administration of client transactions, liaison with back office and handling of queries.
  • Arrange deals in accordance with Client documentation or execution the only basis as appropriate.
  • Review current filing system and make improvements – ensure it is maintained to the highest standard.
  • Ensuring valuations are produced and dispatched to clients within regulatory timescales.
  • Ensuring all communication received from clients is actioned promptly and efficiently.
  • Liaison with clients, registrars, intermediaries, solicitors; making appointments, checking holdings etc.
  • Helping to create a branch microsite and ensuring it is kept up to date and maintained on a regular basis.
  • Assisting the Investment Managers with following up potential new client connections and ensuring that the necessary forms are completed and fully processed.
  • Providing a professional investment service to all clients.
  • Personal compliance with all regulatory issues and promotion of a compliance culture throughout your department.
  • Delegate and monitor appropriate duties to other support staff when necessary.

 

What’s in it for you:

  • Salary up to £22,000
  • Great benefits
  • Assistance with qualifications if you choose to take any/progress with them
  • 5 hours a week

 

Skills and experience required:

  • Educated to GCSE or equivalent level including Maths and English.
  • Background in financial services advantageous, but not essential.
  • Experience using Intelligent Office advantageous.
  • Good numeracy skills.
  • Be articulate and diplomatic at all times.
  • Excellent written and spoken English.
  • Confident administrative skills including typing.
  • Strong attention to detail.
  • A strong team ethic is important as is a degree of flexibility.
  • The ability to work under pressure whilst remaining organised and efficient is key.

 

Recruiters contact info:

Name: Angharad Jones                                

Email: angharad.jones@recruitukltd.co.uk                                 

Tel: 01179170413                                     

WhatsApp/mobile: 07399163970           

Job Reference: 13356     

          

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Financial Planning firm based in Bournemouth on an assistant role.

 

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

Similar Open Jobs

  • Paraplanner wanting to become a Financial Advisor

    • Reference No: 13418
    • Salary: £35,000 - £45,000
    • Location: Canterbury
    • Recruiter Name:
      Dan Milliner

    Job Title: Paraplanner wanting to become a Financial Advisor Industry: Financial Planning Location: Canterbury, Kent Salary: £35,000 - £45,000   Job Description: Recruit UK are…

    read more
  • Financial Planner

    • Reference No: 13403
    • Salary: £50,000 - £60,000
    • Location: Berkhamsted
    • Recruiter Name:
      Andrew Daly

    Job Title: Financial Planner Industry: Financial Services Location: Berkhamsted, Hertfordshire Salary: £50,000 - £60,000   Job Description: Recruit UK are working on an excellent opportunity…

    read more
  • Financial Planner 

    • Reference No: 13349
    • Salary: £55,000
    • Location: Edinburgh
    • Recruiter Name:
      Natasha Reed

    Job Title: Financial Planner Industry: Financial Services  Location: Edinburgh  Salary: circa £55,000   Job Description: Recruit UK are working on an excellent opportunity for a…

    read more
  • all jobs
x

looking for job?

BrowseUpload CV

No CV ?

chat with us