Overview
Position Title: Advice Assurance Associate
Company: Investec
Location: Teddington
Job Description;
Assist in conducting pre and post advice reviews of new business / advice points and timely review of ongoing business, relating to the Wealth Advisory function.Assist in providing verbal and written feedback to Planners on a case by case basis, to ensure best client advice outcomes.Assist in providing technical and regulatory / procedural support to the Wealth Advisory function.Assisting the Advice Assurance team in ongoing record keeping, provision of management information and updates to internal procedures and client facing literature.
Responsibilities:
- We’re one of the UK’s leading investment management companies, with responsibility for over £40 billion of client assets.
- We’ve worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
- Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years.
- But our eyes are focused on your future.Right now we’re a team of over 1400 dedicated professionals located across 14 sites in the UK. We’re looking to strengthen our team and need you to come on board and make a difference.
- Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don’t let our person specification hold you back. Get in touch!
Requirements:
- Right now we’re a team of over 1400 dedicated professionals located across 14 sites in the UK. We’re looking to strengthen our team and need you to come on board and make a difference.
- Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to express themselves and helps drive innovation and creativity.
- At Investec we want everyone to find it easy to be themselves, and to feel they belong. It’s a responsibility we all share and is integral to our purpose and values as an organisation.