Review Team Assistant, Wealth Planning Operations

Review Team Assistant, Wealth Planning Operations

Review Team Assistant, Wealth Planning Operations

Job Overview

Old Harlow, England
Job Type
Full Time
£20,000 - £20,000 Per Year
Date Posted
8 days ago

Additional Details

Job ID
Job Views

Job Description

We have an exciting opportunity for 2 Review Team Assistants to join a successful and growing international wealth management group.

This ambitious, established company are looking for an individual with excellent communication skills to work alongside support staff and advisers in delivering a trusted and quality service to clients.

Main duties will include:

Careful knowledge of and adherence to company policies and procedures, working to always meet company standards and timeframes.
Professional communication with colleagues, clients and product providers.
Effective and appropriate use of IT systems, including ensuring documents uploaded, completed, and saved in appropriate locations, and use of XPLAN systems and workflows.
Attendance at regular operations meetings to discuss ongoing work and raise any queries.
Putting together full annual review packs for clients, including detailed valuations of investments.
Timely and accurate execution of requests including producing reports and letters, and maintaining up to date information on Dynamic Planner.The successful candidate will have:

Excellent written and verbal communication skills with careful attention to detail.
Good organisational skills and a methodical approach to work.
Strong knowledge of and confidence in using Microsoft Office.
A basic knowledge of, or interest in, the financial sector.
Experience using XPLAN and Dynamic Planner would be desirable, although not essential.These Review Team Assistant positions are a fantastic opportunity to join a successful company with a clear growth plan and commitment to investing in its people. For the right people, this company offers a stable, long term career move with flexible working following training, potential funding for related training and qualifications, and generous benefits.

If you feel you meet the above criteria, please apply online for immediate consideration.

This role is being handled by Leah Hall, Consultant, Business Support Division of Pearson Whiffin.

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