Robinson Financial Careers
A challenging role has arisen within a highly respected Chartered Financial Services firm based in Leadenhall Street, London. This is an opportunity for a responsible, self-motivated, well organised candidate.
Researching a broad range of financial products across all financial sectors
Working together with an Adviser on a variety of different cases.
Completing the full Annual Review process as a key part of the business
Liaise with various providers, gathering and correlating plan / policy information and ensuring a smooth and timely business process
Managing and maintaining a precise record of pipeline and submitted business in order to be able to update clients and Adviser accordingly
Sending Letters of Authority
Researching products and funds using software such as Select A Pension, FE Analytics and Defaqto Engage
General Administration duties
Liaise with Compliance Department
Create and maintain client files and enter details onto back office database
Submitting Business on internal and external systems
Working with back office system
Fact find completion onto system for new clients.
Monitoring of trail fees, consolidation of correct amounts from correct providers and company payment.
Post management, uploading to systems and actioning where appropriate.
You will be expected to work in our City office on a full-time basis. There may be times when working from home is necessary, but this will be with agreement with the Adviser.
You will have the ability to build strong working relationships with both the Adviser, and the rest of the team. Unlike most other advisers in the company, you will be part of a team of four who work closely with the Adviser and working well as part of a team is important to the Adviser’s objectives and success.
Previous experience of working within a similar role within a financial services business is not essential. Diploma qualified is not essential but working towards this is desirable.
It is essential that you possess strong communication skills, have a high attention for detail, and have interpersonal and organisational skills with the ability to work in a busy, fun and professional environment.
You must be happy to work on your own and as part of a team and have excellent time management skills.
This is an exciting proposition to join a growing organisation who offers excellent opportunities to progress your career.
Support for future qualifications will be keenly provided to enable the successful applicant to further their knowledge and ability in the role. You will be expected to sit some industry exams relevant to the role within the first 2 years of joining the firm.