VERY SKILLED Financial Services Report Writing & Admin & Skilled RO1 To R04 Minimum - AMBER, Bu[...]

Reed; Amersham; On-site; GBP 35,000 - 50,000; Full time

Job summary

A leading financial services company in Amersham is seeking a confident and experienced senior support professional to lead client service functions. The successful candidate should have at least 5 years of relevant experience, progress towards CII qualifications, and possess strong administrative and communication skills. This is a 100% office-based role, requiring significant proficiency in financial services administration and client interactions.

Qualifications

• Minimum of 5 years' experience in a similar financial services role.
• Completion of RO1, RO3, and RO4 exams preferred.
• Confident communicator with clients and providers.

Responsibilities

• Complete suitability reports using templates.
• Conduct investment fund switches and rebalances.
• Support regular client reviews and manage MI collation.
• Perform general office duties and client support.

Skills

Financial Services Administration

Client Communication

Research

Diary Management

Microsoft Office 365

Education

CII Qualifications (RO1, RO3, RO4)

Tools

Various Research Tools

Job description

This great clientneeds a very skilledFinancial Services candidate WITH A MIXTURE OF SKILLS IN FINANCIAL SERVICES - INCLUDING FINANCIAL SERVICES ADMIN AND A minimum RO4 financial services skills which lines up a candidate to be offered a bit more senior in experience qualifications.Be great if you have any link to junior paraplanning.

ALSO, THE ROLE REQUIRES EXPERIENCE IN PROVIDING THE FINANCIAL ADVSIOR'S SUPPORT.

If you are a skilled Financial Candidate LINKED TO BELOWyou can apply for the office Based Role and get lined up for sure.

As outlined you must be senior financial services qualified IDEALLY with MINIMUM OF R04 EXAMS IDEALLY OR ON THE CASE TO IT.

Lovely company and office based as outlined - SEE BELOW

They are seeking a confident and experienced Senior support so as to lead the support function linked to the business.This role is 100% office based and the successful candidate is unlikely to have less than 5 years' experience in a similar role. The candidate should ideally have made some progress with their CII qualifications and the successful completion of RO1, RO3 and RO4 is particularly important. The duties and skills required include the following:-

• The completion of suitability reports (using templates)
• Research
• Investment fund switches/rebalances
• Support around regular client reviews
• MI collation
• Power point, and Office 365 skills
• Use of various research tools and systems
• Confident communicator with clients and providers (verbal and in writing)
• Diary Management
• Self-motivated and able to work without supervision
• Client calls, scanning, emailing, printing and posting
• Support around the completion of all FCA reports and PI cover
• Maintain and update all client files
• Business submission and recording
• General office duties and support

IF YOU ARE SKILLED LINKED TO THIS THEN YOU WILL GET LINED UP BY ME TO THIS ROLE.