You will be a first point of contact, providing a high level of technical and administrative support to the team as well as maintaining an excellent level of client service to clients of Wealth Management firm
You will be responsible for business submission using relevant software.
Due to the regulatory environment we work within you will need to ensure that new business and tasks are processed in a timely way
You will be given full on the job training. There will also be the opportunity for professional development and career progression for the right candidate
Required Knowledge, Skills, and Abilities
The candidate:
This is an interesting and challenging role that would suit a confident, numerate and professional individual who enjoys using their initiative and who has a 'can do’ working style
Ideally, you will have been working in Financial Services and have good all-round knowledge which you are looking to expand and develop
You have excellent communication skills and are highly organised. You are a self-starter and able to work with little or no supervision