Career Advancement Opportunity
7 days ago
This is a career-advancing opportunity in the wealth management sector.
- Build long-term relationships with clients and maintain regular communication to ensure their needs are met.
- Work closely with financial planners and/or investment managers to deliver exceptional client outcomes through collaborative efforts.
- Manage back-office systems and client records in accordance with company policies, ensuring data integrity and compliance.
- Liaise with operational teams for support on various activities.
- Support investment managers in preparing new business pitches and presentations.
As a Financial Services Administrator, you will play a vital role in delivering excellent client service and contributing to the company's success. This is an opportunity for professional growth within a reputable organization.
Benefits Package:- Competitive salary up to £32,000.
- Career progression opportunities within a well-established firm.
- Private medical insurance.
- Life assurance.
- Pension contributions.
- Flexible working arrangement with 3 days in the office and 2 days from home.
- Generous holiday package.
To excel in this role, you should possess:
- A minimum of 2 years' experience in wealth management.
- Strong attention to detail and excellent organizational skills.
- Exceptional written and verbal communication abilities.
- Ability to work independently and as part of a team.
- A customer-centric mindset with a passion for delivering high-quality service.
ClientFacing"
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