| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| Oil & Gas Jobs |
| Banking Jobs |
| Construction Jobs |
| Top Management Jobs |
| IT - Software Jobs |
| Medical Healthcare Jobs |
| Purchase / Logistics Jobs |
| Sales |
| Ajax Jobs |
| Designing Jobs |
| ASP .NET Jobs |
| Java Jobs |
| MySQL Jobs |
| Sap hr Jobs |
| Software Testing Jobs |
| Html Jobs |
| Job Location | Nottingham |
| Education | Not Mentioned |
| Salary | £22,000 - £26,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent, full-time |
The role will typically include:To be proactive within this varied role, and able to multi-task whilst providing research, client valuations and processing new businessA high level of organisation skills required around general financial services administrationTo compile basic suitability reports from structured templates. E.g. fund switches, OEIC to ISA, Continued Suitability lettersPreparing research, agendas, and paperwork for client review meetingsBeing responsible for following process and proceduresTo act as a liaison point for clients and providersTo maintain and update client information, within Iress Xplan and AWS MorningstarPursue personal development of skills and knowledge necessary for the effective performance of the role