Working for an award winning independent investment advisors based in Clifton in Bristol.
JOB DESCRIPTION
CORE RESPONSIBILITIES
• preparing accurate client valuations
• Placing and processing investment trades on behalf of Clients
• Preparing Reason Why Letters
• Dealing with client queries
• Dealing with pension transfers, administering SIPP Schemes
• Obtain Files for meetings, ensure that all files are complete and up to date, along with valuations prior to a client meeting.
• Meeting and Greeting Clients
• Ensure office standards are met and adhered to.
• General office duties
• Be prepared to take on other roles/tasks in absence of a team member
Previous experience in administrative role essential.

Contact details

• Email: r.taylor@rtappts.com
• Phone: 01179 040908

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