A well established and highly successful IFA firm is currently recruiting for a new team member for the Valuations Team.
In this new role you will provide a valuation support service to all advisers within the company, enabling the adviser to track performance and carry out full client reviews as part of the ongoing client service You will learn and understand the back-office system, updating and maintaining accurate data both manually and electronically. On a regular basis you will be producing a suite of reports to form the client valuation pack and ongoing internal reporting tracking productivity and the team's performance. Adhering to strict FCA regulations and internal policy and procedure.
Ensuring client reviews are completed in a timely manner on a quarterly, half yearly or annual basis depending on the requirements of the adviser and client categorisation, Carrying out ad-hoc valuation requests, either for client meetings or for the adviser's own review purposes.
Ideally you will need a financial services background, however this is not essential. If you have a Degree or equivalent qualification we would also be interested to speak to you.
Please call 02392 455422 for further information and ask for Chloe or apply on the Dynamite Recruitment website.
Dynamite Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.