Joining a key service area within a leading financial services provider , you will be responsible for the delivery of a comprehensive first-class administrative service to a portfolio of complex and high net worth clients
This role requires a unique combination of understanding, skills and experience and is a fantastic opportunity to advance your career within the finance industry at a company which encourages you to reach your full potential.
Responsibilities will include:
Administering an assigned portfolio of clients
Assisting with the review of financial statements for own portfolio and supervising more junior team members
Scheduling and attending client meetings
Checking client, power of attorney and investment checklists
Acting as a ‘C’ authorised signatory
Conducting reviews on own clients and requesting CDD documentation where appropriate
Experience and skills required:
Minimum 6 years’ relevant industry experience
Previous experience in a supervisory role
Holds a relevant professional Table 4 qualification such as ICSA Diploma or STEP Diploma
Ability to delegate, coach and motivate
Proactive and disciplined approach to tasks
If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email jobs@rowlands.co.uk
We are an equal opportunity employer and value diversity at all times.