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人才姓名：英國(guó)國(guó)籍本科學(xué)歷人才編號(hào)/wj22013623/

wj22013623

快速招聘外教人才、外籍人才、外國(guó)專家人才
外籍人才簡(jiǎn)介 wj22013623 中介費(fèi)：參考月薪國(guó)籍：英國(guó) 學(xué)歷：本科性別：男出生：1986年期望工作地點(diǎn)：東北的城市，語(yǔ)言：英語(yǔ) 工作性質(zhì)：全職工作經(jīng)驗(yàn)：2-5(年) 所在地：英國(guó)倫敦期望稅后薪資：4000-6000(Yuan/M) 來華工作政策提示流程：（1）咨詢客服 / （2）預(yù)約人才面試工作經(jīng)歷 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 教育經(jīng)歷 2006 – 2010 KINGSTON UNIVERSITY – BA (Hons) Business Management - Third Degree Classification 外教情況說明 1，外教在英國(guó)，希望到東北的一些城市工作，薪資要求較低，4000左右，提供住宿就行。 2，外教希望學(xué)?？梢蕴峁┕ぷ骱炞C。