New Business Dealer & Administrator

Posted on Jun 11, 2019 by CV-Library

City and County of the City of London, United Kingdom
Admin & Secretarial
Immediate Start
£25k - £30k Annual
Full-Time
NEW BUSINESS DEALER & ADMINISTRATOR

£25K-£30K Salary

Immediate start!

Our client:

Established in 1980, our client is one of the most successful and well know Financial Management firms in London, of independent financial advisers and investment managers, providing advice to individual and to corporate clients.

They are based in City London, the nearest tube station being Liverpool Street, Bank or Moorgate.

Key Responsibilities:

Execute new business transactions including sales and purchases of unit trusts, ISAs, investment bonds and SIPPs

Process written applications

Organise fund switches

Arrange pension contributions and transfers

Make arrangements for life cover

Ensure correct dealing terms are applied, with commission statement, application form and subsequent placement all thoroughly checked

Understand and accurately interpret the instructions from the IFAs

Ensure that relevant documentation is always completed and correctly filed

Ensure that deals are placed in real time when approved

Follow company policies and procedures at all times, in conjunction with an Event List for New Business (Adviser Office database)

Follow-up on all transactions to ensure instructions are executed as requested, and in a timely manner

Liaise extensively with insurance companies in this regard

Monitor and summarise the status of cash balances of client accounts

Technical and Personal skills required:

Knowledge of Adviser Office (also known as 1st, Iress, Avelo) database is essential

Intermediate/advanced knowledge of Microsoft Office

Attention to detail on all work performed

Excellent organisational skills with the ability to prioritise workload

Problem-solving approach

Personality that thrives in a pressurised environment

Initiative and judgement: making decisions where appropriate

Confident, willing and approachable manner

Team player: reliable and supportive of colleagues

Motivated and driven to contribute and exceed in the role

Professional approach, polished presentation and excellent telephone manner

Good numerical skills

Please apply direct online if you have the required skills and experience for this role.

Contact Sylvina Alcock

(phone number removed)

Good luck

Reference: 210202510

Similar Jobs

Front End Developer (Angular or React)

London, City and County of the City of London, United Kingdom

£30k - £40k Annual

Senior Mechanical Design Engineer

City of London, City and County of the City of London, United Kingdom

£45k - £55k Annual

Intermediate Electrical Design Engiener

City of London, City and County of the City of London, United Kingdom

£30k - £40k Annual

Project Manager SDLC –  Insurance – London  – Contract

City of London, City and County of the City of London, United Kingdom

£450 - £500 Daily