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Sales Support - Investment bias

SectorsAdministration, IFA/Independent Adviser, Paraplanner, Sales Support
Salary£18,000 to £23,000 per annum
BenefitsFull benefits
LocationsSouth Yorkshire, UK, Yorkshire
Contract TypePermanent


Sales Support - Investment bias, Pontefract

Basic to £23,000 plus benfits

Carrying out day-to-day tasks on bespoke discretionary portfolios to enable investment managers to focus on key investment decisions, business development and face-to-face client relationship management

Main Duties/Responsibilities:

Ongoing monitoring of investment portfolios to ensure they remain in accordance with their agreed models.

Bring any required actions on bespoke portfolios to the attention of Investment Managers, taking account of client specific issues, including suggestions for any trades to be carried out.

Implement any agreed bespoke portfolio changes, ensuring trades are passed on for dealing in a timely manner.

Communicate with clients to enhance the service provided and emphasis the team approach that supports individual investment managers, including phone, email and written contact.

Input into investment research and market monitoring tasks in support of investment managers and Investment Committee.

Ideally have the Investment Management Certificate


Investment Markets

IT & internet literate

Word, Excel literate

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