Francesca Jamison Email & Phone Number

Francesca Jamison is a Investment Assistant at Williams de Broe at Williams de Broe. She possess expertise in written and verbal communication, proquote pricing system.

Listed skills include Written And Verbal Communication and Proquote Pricing System.

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  Investment Assistant

  Williams De Broe

  Aug 2006 - Present

  Responsibilities:To support the Investment Director in developing and servicing a client base of managed discretionary, advisory and non-managed and execution clients through personal introduction and intermediary sales.To communicate with clients and where applicable, their professional adviser to ensure that they are satisfied with the services Williams de Broë offer and the level of service they are receiving.To deal on behalf of the investment management team.To support the Investment Director in creating and maintaining a client base on a discretionary, advisory, execution and managed clients through personal introduction referral and through intermediary sales.To liaise with Investment Director and Operations team to resolve client enquiries including new client set ups, transfers of stocks, ISA’s ensuring all actions completed in a timely manner.To ensure client files are kept up to date and in accordance with the company’s record keeping procedures.To ensure compliance with anti - money laundering, terrorist financing and anti-fraud measures introduced by the company are adhered to and fully considered for all clients.Role Profile:Communication – to ensure that clear communication channels exist between the investment management team and the clients through both written and verbal communicationRisk Awareness – to understand the risks involved in the investment management process and ensure that all procedures are followed to mitigate risks where appropriateInitiative and Organisation –to work unsupervised, managing workloads by prioritising and delegating where required, demonstrating good time management skills and thinks outside of the box, when necessary, to find solutions. On occasions it will be necessary to deliver to tight deadlines following company policy and procedure at all times.Professional Qualifications:FSA CF30 registered for advising in investmentsCertificate in Retail

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  Tudor Grange Senior School