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Shift Leader
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Data Quality Executive - Solihull, West Midlands, United Kingdom - Tirebuck Recruitment
Description
Contract:
Permanent, 37.
Hours:
Full Time, 9am – 5pm, Monday to Friday
Location:
Near Solihull plus Hybrid working
Salary:
£30,000 – £35,000 per annum, plus an attractive bonus scheme
Benefits: 25 days holiday plus bank holidays, death in service x 4 salary, up to £150 for eye tests/eye wear, 4% pension contributions/matched and employee assistance scheme available through Aviva.
Our client, a well-established, corporate organisation is recruiting for a Financial Services Executive. They are looking for a committed, experienced individual to join their fast-paced team in their beautiful rural offices. This role is offering a hybrid model of 3 days in the office and 2 days at home. Conduct research and analysis to support clients and advisers in understanding their requirements.Compile new business files, collaborating with external paraplanners when necessary, and maintain responsibility for client files and back-office IT records throughout the advisory process.
Offer support to clients and Advisers regarding existing client requirements, such as preparing valuations, processing withdrawals, managing deceased clients' accounts, updating addresses, addressing changes in client circumstances, and managing pension sharing orders.
Offer assistance to all departments, including the Management team, as needed.Aid the Practice in ensuring adherence to end-to-end business processes, tracking them efficiently in accordance with regulatory standards.
Thoroughly examine clients' needs, develop cash flow models where applicable, and accurately document client data.
Conduct research and analysis on financial products to align with client requirements and goals.
Develop financial planning solutions encompassing investment, retirement, tax, and estate planning, supported by the creation of computer models and reports.
Prepare client reviews, updating cash flow models, reviewing investment performance, and generating supporting reports, discussion documents, and computer models.
Undertake ad hoc project assignments as needed.Previous paraplanning experience within an IFA or Wealth Management environment.
Background including the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable.
Knowledge of the administration of IHT and/or Investment products.
Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).
Enthusiasm to help clients.
We operate a strict equal opportunities policy.
Tirebuck Recruitment Ltd acts as an employment agency for permanent recruitment and an employment business for temporary recruitment as defined by the Conduct of Employment Agencies and Employment Business Regulations 2003.
Financial Services ExecutiveTelephone:
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