Job Description

Duties for this role will include:

• 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

• 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