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Trainee Investment Operations Administrator

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About us: Something happens when people come together. From the connections we make spring ideas. Fresh solutions to big problems, from how to grow our crops and heat our homes, to how to support businesses and drive the economy. And from solutions like these flow opportunities to create value. We call it the Triple Point. It’s the place where people, purpose, and profit meet. Since 2004, we’ve been targeting this Triple Point in areas like infrastructure, energy efficiency and social housing, unlocking investment opportunities that make a difference. About the role responsibilities: – Proactively engaging with clients – Personal client emails ref action points, i.e. end of tax year planning, filling allowances, how legislation may affect them (e.g. Budget email), Christmas emails, following up action points and assisting with tax return data – all the personal touch (compared to the company send mass HTML emails which can get ignored). This is mostly for the top 50 clients. – Liaise with team members regarding client appointments and annual reviews. – Liaison with Creative Adviser – Liaison with life companies, and investment firms making sure contacts list and login details are always right and up to date. – Producing investment and protection quotes and comparison charts. – Submitting New business to Transact, Fidelity & Life Insurance Policies – Assisting with annual reports to clients – Assisting with annual re-balance – Keeping MI on client engagement & communication. – Learning and being proficient in Intelliflo, Transact, Fidelity plus protection companies. – Updating NBR (New Business Register) – Chasing leads and chasing through pipeline business and updating on progress. About the suitable candidate: • Possess first class communication skills, both verbally and in writing • Previous experience of working within Finanacial Services • Strong Microsoft Office skills and the ability to learn new technology • Be exceptionally organised • Be a team player • Possess strong academics • Possess a confident and exceptionally personable phone manner • Be happy to muck in and help out where required About our benefits: In return the successful candidate can expect a fantastic postive working environment, and full support in obtaining professional qualifications if desired. The post holder will be able to make a real impact day to day and the ability to contribute ideas towards the ongoing success of the business. Apply today for further information!

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