Investments Support

Reed Insurance
10 Aug 2017
30 Aug 2017
Job Type
Contract Type
My client are an established, award winning firm of Independent Financial Advisers on the outskirts of Birmingham, who are seeking an Investment Support Specialist to join their successful, busy and friendly team.

They have an unrivalled benefits package with the opportunity to progress into various areas of the Financial Planning and Wealth Management world.

Main Duties are:

• To complete all tasks delegated to them by the Investment Support Supervisor and the Investment Support Senior Administrator to meet SLAs
• Collation and recording of current client data relating to investment holdings, to support the delivery of the DIS and PMS services
• Compile withdrawals information
• To respond to telephone and low risk inbox queries, escalating where necessary
• Maintain agreed diary management and record keeping processes relating to ensure appropriate audit trails are kept in line with the Firms compliance standards
• Maintain a clear understanding of the concept of Treating Customers Fairly (TCF) and how the firm seeks to comply with this FCA requirement
• Any reasonable request made by Director/Senior Manager of the Company

Experience needed:

• Good knowledge of the Financial Services Market and Investment Products
• Relevant Operational procedures knowledge
• Provider valuation procedures knowledge
• Good working knowledge of Microsoft Word, Excel and Outlook
• Working knowledge of Pershing's Nexus, 1st software and Nexus Complete Software Systems preferred
• Knowledge of TCF Principles and how they apply to the individual role

Reed Specialist Recruitment Limited is an employment agency and employment business