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Asset Finance Administrator
2 months ago
As a Graduate Trainee Financial Advisor with Fairstone Group Ltd., you will be part of a dynamic remote advisory team. Our company is committed to providing exceptional financial services to our clients, and we are seeking a talented individual to join our team.
As a key member of our team, you will be responsible for:
- Issuing letters of authority and obtaining policy information to support our advisory process.
- Ensuring client investment changes are processed in accordance with our advice standards.
- Coordinating the distribution of client annual review packs within specified timeframes.
- Maintaining up-to-date records in our back-office systems.
We offer a comprehensive training program to ensure your success in this role. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply.
