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This role is based in Taunton town centre and offers free parking along with a great benefits package.
The Finance Assistant will support the finance department in managing and processing financial transactions, maintaining accurate records, and assisting with the preparation of reports. This is an ideal opportunity for someone with a strong attention to detail, an understanding of financial processes, and the desire to contribute to the success of a growing financial services company.
The role will include:
- Assist in the on boardingof new clients, ensuring all required documentation is collected and verified according to compliance standards.
- Providing administrative support to a team of financial advisers, including client and provider interactions and ensuring timely follow-up. Also to include preparing and tracking Letters of Authority and collecting and preparing initial Investment and Pension summaries for new clients (called an Initial Policy Summary)
- Managing the preparation and maintenance of client documentation, including enclosures for Suitability Letters and Policy recommendations, completing application forms and Illustrations and preparing Annuity quotes.
- Assisting with and preparing annual or 6 monthly Investment and Pension portfolio statements (called Policy Summaries) by collecting and recording valuations and transactions.
