The Company:
Our client is a wealth management company, highly recognised with a fantastic reputation.
The Role:
THIS ROLE IS A 6 MONTH FTC THAT MAY EXTEND FURTHER OR OPEN UP TO OTHER OPPORTUNITY IN THE COMPANY
The Investment Client Review Administrator will maintain accurate, up-to- date Investment Policy Statements that reflect each client's needs and risk profile, ensuring documents are properly approved, recorded and stored, with reviews tracked and scheduled in good time.
The Investment Client Review Administrator will review client records to identify Investment Policy Statements that are due for their two-year review or otherwise requiring an update. Maintain an Excel tracker showing each client's IPS status, review date, outstanding actions and approval progress; make upcoming review dates easy to identify.
The Investment Client Review Administrator will prepare or update current client information, including investment needs, risk profile,
Investment Client Review Administrator , Policy Documentation in London employer: JJ Search
As an independent and high-quality Wealth Manager, our company offers a dynamic work environment where recent graduates can thrive in the Financial Planning Trainee role. With a strong emphasis on employee growth, we provide comprehensive training and mentorship opportunities, fostering a culture of collaboration and support. Located in a vibrant area, our team enjoys a balanced work-life atmosphere, making it an excellent place for those looking to build a meaningful career in Wealth Management.
