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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