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Review Team Assistant

Chase and Holland Recruitment Ltd
Job LocationHessle
EducationNot Mentioned
Salary20,000 - 24,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Review Team AssistantHessle Up to £24,000Were thrilled to be working with a well-respected wealth management firm who are currently seeking a Review Team Assistant to join their team in Hessle. This is a great opportunity to join a growing and thriving business which champions employee developmentand success.Review Team Assistant Responsibilities:

  • Communicating with colleagues and product providers in a professional manner, using appropriate business language and correct grammar
  • Attending regular operations meeting to discuss ongoing work and raise any queries
  • Assisting other support staff when needed and when there is capacity to do so
  • Handling telephone and email enquiries efficiently and effectively
  • Compiling a full review pack for each client annually when requested by adviser/client liaison that ensures the client remains compliant
  • Ensuring timely execution of requests to produce client review reports to include attitude to risk analysis, fund analysis and portfolio performance
  • Accurate recording and maintenance of information on Dynamic Planner
  • Assisting advisers in the creation of client financial reports and letters
  • Producing detailed valuations of clients investments
  • Maintaining Database
Working Hours:Monday to Friday 09:0017:00Flexible working availableRequired Skills & Experience: Excellent communication skills Strong Microsoft Office skills Strong methodical and organisational skills Accurate with good attention to detailDesirable: Basic knowledge of, or an interest in the financial service sector XPLAN experience Knowledge of Dynamic PlannerBenefits: Hybrid Working - (in agreement with line manager) 25 days holiday, plus bank holidays and an additional day off for your birthday each year Private healthcare Cycle2Work scheme (salary sacrifice) Volunteering scheme - 2 days paid leave per year to volunteer within the community. Plus, much more!If you are interested in finding out about this exciting Client Liaison Administrator opportunity, please click apply now.Chase & Holland acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. We specialise in finance, supply chain, HR, IT and office support recruitment and comfortably service Yorkshire, Derbyshire,Nottinghamshire, Leicestershire, Staffordshire and Lincolnshire.

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