Financial Planning Support / Adviser Support - Financial Planning Financial Planning Support / Adviser Support -  …

Jigsaw Search
à Édimbourg, Ecosse, Royaume-Uni
CDI, Plein-temps
Dernière candidature, 13 juil. 20
£20k-£30k Basic
Jigsaw Search
à Édimbourg, Ecosse, Royaume-Uni
CDI, Plein-temps
Dernière candidature, 13 juil. 20
£20k-£30k Basic
Financial Planning Support opportunity within the Financial Planning arm of a highly successful Investment Manager based in Edinburgh.

The Role:

Provide technical and administrative support to the financial planning staff on a wide range of financial planning products.

Onboarding of new clients, including setting up online access for clients, chasing updates on new applications with external providers.

Support senior staff for client meeting preparation and provide assistance and technical backup.

Processing payments and requesting transfers

Undertake collection of data required for regulatory reporting.

Data capture, chase up and process all transaction processing tasks associated with new and existing business.

Administration of technical transactions.


The Candidate:

A years’ experience within an investment firm is essential – ideally financial planning / wealth management

Good Investments and/or Pensions product knowledge

Ideally interested in taking exams; CII Diploma in Financial Planning

Strong communicator, conscientious with good attention to detail

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