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美国外籍人才，编号：wj21304836
中介费：参考月薪
学历：
到岗：
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外籍人才
- 国籍： 英国
- 语言：英语
- 学历： 本科
- 性别： 男
- 工作性质： 全职
- 出生：1986年
- 工作经验：2-5(年)
- 到岗： 一个月内
- 所在地：英国伦敦
- 期望工作地点： 东北的城市，最好是沈
- 期望税后薪资： 4000-6000(Yuan/M)
合作模式
外教中介机构将外教推荐到用人单位赚取定额中介佣金。
外教中介机构代招代管外教，代发外教工资，通常免收中介佣金。
工作经历
Apr 14 – Current TRUESTONE ASSET MANAGEMENT – SENIOR ADMINISTRATIVE SUPPORT/TRAINEE PARAPLANNER
- Responsible for providing administrative support for 2 Chartered Financial Advisors – Preparing Suitability Reports, Fund analysis and meeting preparation
Aug 13 – Apr 14 ST. JAMES’S PLACE (FTSE 250) – TRAINEE PARAPLANNER/ADMINISTRATIVE SUPPORT
- Prepared suitability reports for a wide range of in-house St. James’s Place products – Pensions, Savings, Onshore/Offshore Investments and Drawdown Plans etc.
- Prepared meeting packs – Pension scope, ISA scope, Asset Allocation/Portfolio research and Valuations etc.
- Business processing – Prepared switch/withdrawal instructions, prepopulated application forms and responsible for submitting business to completion
Mar 12 – Aug 13 CAROLINE BANKS & ASSOCIATES LTD – ADMINISTRATIVE SUPPORT
- Prepared suitability reports in accordance to FCA guidelines for Pensions, Investments, Protection and Annuities
- Monitored and maintained client wrap portfolios – Rebalancing, Buy/Sell instructions etc.
- Prepared detailed cash flow reports for client meetings using Voyant
- Experienced in using popular CRM and DMS software – Avelo Adviser Office, IntelliFlo etc.
- Meeting preparations included Fact Finding, Client valuations, Risk Profiling, Fund research (Cost comparisons and Model Portfolios) etc.
- Successfully streamlined administrative processes using examples of excellent and bad outcomes
- First point of contact for client enquiries
Jun 10 – Feb 12 ASSET & INVESTMENT MANAGEMENT LTD – IFA SUPPORT ADMINISTRATOR
- Assisted in administrative duties – Client data input, Generated monthly fee reports etc.
- Involved in helping to reposition the company towards becoming compliant post-RDR – Client segmentation (Income, Leads) and Charging Structures (Fee vs. Commission, Service Levels etc.)
- Redesigned company website adding additional functions e.g. Client Wrap Access
- Assisted IFA during client meetings by taking meeting notes
教育经历
2006 – 2010 KINGSTON UNIVERSITY – BA (Hons) Business Management
- Third Degree Classification
外教情况说明
1，外教在英国，希望到东北的一些城市工作，薪资要求较低，4000左右，提供住宿就行。
2，外教希望学校可以提供工作签证。
外教来自外籍人才中介机构委托(外教速聘通)
