Financial Services Assistant
9 hours ago
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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