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Financial Services



Type of Position: Review Team Assistant
Pay: Negotiable

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    

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