Financial Services Assistant

9 hours ago


London, Greater London, United Kingdom Seven Investment Management LLP Full time

About the Role

This is an exciting opportunity to join our team at Seven Investment Management LLP as a Financial Services Assistant. You will play a key role in supporting our Advisers and contribute to the success of our business.

Key Responsibilities

  • Assist Advisers with new business processing and onboarding journey on the CRM system.
  • Manage prospect data on Xplan, including adviser pipeline.
  • Produce reports, including Statements of Suitability (SOS) and new business reports.
  • Process dealing instructions from clients and Advisers for ongoing placement.

Requirements

  • Accuracy and attention to detail when writing reports.
  • Proficient in MS Word/Excel.
  • An industry relevant examination, such as CII Level 4 Financial Planning qualification or working towards this.

Salary

£32,000 - £38,000 per annum.



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