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Please follow the 'How to apply' instructions and mention that you are a client of Resource. Please ensure your CV has been approved by your advisor before applying, and ensure your skills and experience match the job requirements.

Jobs marketed by Resource are for Resource clients only.

In addition to the jobs advertised below, Jewish Care have many job opportunities on their website: http://www.jewishcare.org/jobs  Click on the words Search and apply for a job to enter the jobs portal, and then click on the search box at the bottom of the page to see all available jobs. 

The jobs below are listed in alphabetical order.  To narrow your search please use any of the filters.  Please click on the summary of the job to open the full job description and details of how to apply.

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PA to Financial Advisor

Reference
Vac-3081
Location
Hertfordshire
Hours
Full-time
Employment Type
Permanent
Salary Rate
Depending on Experience
Date posted
Friday 21st September 2018
Application closing date
Monday 31st December 2018
Main Duties
• Maintaining the highest level of service to clients
• Service to existing client base and to prospective new clients
• Processing new business
• Producing illustrations
• Assistance in the acquisition of new clients
• In conjunction with financial advisor, preparation, compiling and completing suitability letters, in order to ensure financial advice is suitable for clients, compliant and adheres to regulations. This will entail non complex suitability letters, any other suitability letters will be outsourced to paraplanner
• Understanding back office system, namely IBusiness/Swift
• Completing and maintaining client confidential financial reviews on IBusiness (CFR) records
• Input client information accurately, including details of existing investments/policy's information
• Writing to investment providers/pension providers when Letters of Authority are received
• Attend to action points arising from client meetings
• Preparation for meetings
•See Additional info....
Qualifications and Experience
Essential Requirements:-
Must have experience of working for a financial adviser with basic knowledge of pensions and investment products and appropriate solutions.
Ability to follow end to end processes
Ability to follow procedures
Attention to detail
Organisation skills
Good verbal communication skills
Flexibilty on hours are negotiable

Whilst the aforementioned job description is not an exhaustive list, it does form the majority of the PA role, however, there may be other duties that may have to be performed from time to time.
Additional Job Info
cont'd
• Attend to /assist in client queries, arising from telephone calls or emails
• Once information received from investment/pension providers if replacement case, collating information, updating confidential financial review and passing information to paraplanner
• Transpose information from meeting onto CFR
• Processing of new business using electronic business submission
• Attending to daily general post, emails, scanning, etc
• Attend to client review meetings,
How to Apply
Contact Simon - 07990 583794


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Resource - The Jewish employment advice centreAddress: 8 Dancastle Court, 14 Arcadia Avenue, Finchley, London, N3 2JU
Tel: 020 8346 4000
Email: office@resource-centre.org

Registered in England Number 5211299 Charity Registration Number 1106331
Funded by voluntary contributions and supported by Jewish Blind and Disabled

 8 Dancastle Court
    14 Arcadia Avenue
    London N3 2JU

 

 

  020 8346 4000

 office@resource-centre.org

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Registered in England Number 5211299 Charity Registration Number 1106331
Funded by voluntary contributions and supported by Jewish Blind and Disabled

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