Review Team Assistant

Our client is look for an experienced Review Team Assistant to join their team in Hessle, Hull.

Key Responsibilities:

• Adherence to Management Systems & Controls
• Maintain an up to date knowledge of company policies and procedures
• Work with colleagues to ensure adherence to company procedures and standards
• Ensure shared working area is kept up to date and all client documents are saved on the X drive/ XPLAN when finalised
• Maintain records according to the company standard
• Effective Communication & Support
• Communicate with colleagues and product providers in a professional manner, using appropriate business language and correct grammar
• Attend regular operations meeting to discuss ongoing work and raise any queries
• Assist other support staff when needed and when there is capacity to do so
• Handling telephone and email enquiries efficiently and effectively
• Annual Reviews
• Compile a full review pack for each client annually when requested by adviser/client liaison that ensures the client remains compliant
• Ensure timely execution of requests to produce client review reports to include attitude to risk analysis, fund analysis and portfolio performance
• Accurate recording and maintenance of information on Dynamic Planner
• Assisting advisers in the creation of client financial reports and letters
• Producing detailed valuations of clients’ investments
• Maintain XPLAN
• Use common tasks, workflows and lifecycles within XPLAN for all client and plan related activity
• Update compliance document record within XPLAN
   

Skills and Experience:

• Excellent communication skills
• Strong Microsoft Office skills
• Strong methodical and organisational skills
• Accurate with good attention to detail
• Basic knowledge of, or an interest in the financial service sector.

Additional desirable experience:

• XPLAN experience
• Knowledge of Dynamic Planner
   

If you are interested in this position, please email your CV to sam@artemisrecruitment.co.uk.    

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