Portfolio Administrator for Financial Adviser Firm - Ferndown, United Kingdom - Atkins Bland

Description

We are looking for a bright and enthusiastic individual to join our company to support the Investment Portfolio Review Team.

Purpose of role

To create and dispatch client investment portfolio reviews, including valuation reports, review letters, informational material and adviser recommendations; executing any trade orders confirmed by the client.

Duties & responsibilities

• Produce individual and joint client portfolio valuations using our internal systems
• Prepare, process and dispatch review letters with agreed procedures and standards as defined within company procedures and policy manuals
• Conduct peer review checks on trading, as required
• Give investment recommendations for review letters, new contributions & withdrawals (to work towards)
• Ensure personal and review team diaries are checked daily & notify team members of relevant actions required

Skills required

• 12 years' financial wealth management experience preferable but not necessary
• Analytical mind set, and ability to understand, challenge & inform investment decisions
• Excellent attention to detail & organisation skills
• Strong interpersonal skills and ability to develop stakeholder relationships with internal & external clients
• Strong problemsolving skills essential
• Strong Microsoft skills, especially Excel would be advantageous

Atkins Bland is a medium sized Independent Financial Adviser (IFA). Our client base is made up of mostly private individuals spread across the UK. Our core service is the provision of individual, bespoke financial planning solutions, based around an ongoing advice process. Our culture strongly focuses on clients, with a solid stance on personal service, professionalism and independent thinking.

Full time hours would be 37.5 hours per week, Monday to Friday.

Starting salary will be dependent on experience.

Closing date for this job is Friday 31st May 2024


Job Types:
Full-time, Permanent


Pay:
£25,000.00-£27,500.00 per year


Benefits:

• Company pension
• Onsite parking

Schedule:

• Monday to Friday
• No weekends

Work Location:
In person

Application deadline: 31/05/2024


Reference ID:

TPR FT