Investment Assistant

Posted 18 November by Bell Cornwall Recruitment
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Are you an experienced Para-planner or Financial planning professional looking to develop your career within a highly respected financial institution? If so, Bell Cornwall Recruitment are delighted to present a role as an Investment Assistant.

The Role:

  • To oversee the suitability process, through collaborating with colleagues, constructing suitability letters and by preparing investment proposals and trade reports for CRO teams
  • To assist CROs to seek and promote good practice and assisting with coaching and feedback where necessary, and identify areas to improve efficiency within the team
  • To assist CROs with the collation of information from a client to complete a complaint and sufficiently detailed investor profile
  • Aid in producing investment proposals, carrying out reports for client meetings, and monitoring client portfolios as required
  • To keep abreast of relevant industry changes and support the CROs in the development and management of client relations
  • To ensure FCA and stock exchange rules are adhered to as well as the compliance of anti-money laundering procedures, reporting any misconducts to the MLRO
  • Other Ad Hoc duties relevant to the role if and when required

The Requirements:

  • CISI level 4 diploma or similar is desirable
  • Proven knowledge of the suitability process, and previous experience within financial planning.
  • Up to date knowledge of marketing developments

Interested? Please click the 'APPLY' button now!

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

Required skills

  • paraplanning
  • investments
  • financial planning

Reference: 39386334

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