£50,000 - £60,000 yearly
Penney
London, UK
Main responsibilities will be as follows:
• Working with the directors of the company to support the onboarding of new clients and ongoing reviews for existing clients to ensure accurate, compliant, timely information and advice is provided • When requested attending client meetings with the directors to record key data and discussions to enable follow up work to be scheduled and completed, working alongside the directors and other team members as necessary to ensure successful delivery • Preparing cashflow modelling scenarios • Preparing client risk reports using output from risk profiling and cashflow modelling • Conducting analysis and research, requesting additional information as necessary to enable detailed presentation and analysis of a client’s financial situation and options • Undertaking charging comparisons and obtain as necessary confirmation of platform deals • Setting up investment platform records and running and collating illustrations and documentation as...