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We are working with our client on a rare opportunity that is offering a pathway into the Wealth management sector for Graduates or someone who has a small amount of financial services experience but seeking something with a clear development path.
The Wealth Assistant role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company. You will provide a high quality, administrative support to our Financial & Wealth Advisers whilst working collaboratively with other areas of the support team. The client is also committed to fostering personal growth and development and see this role as a progressive opportunity for an individual who wishes to pave a career path within the Wealth and Financial Planning sector.
The duties: - some of the duties are listed below.
- Support the Financial Advisers by providing full administrator support to our clients. This involves compiling and generating various financial reports, using a number of analytical tools and general day to day enquiries.
- Assist with client meetings, from appointment scheduling, preparation of financial documents to follow up actions post meeting for example fund switches or withdrawals.
- Act as main point of contact for your assigned clients ensuring you provide exemplary customer services at all times.
- Confidently liaise with providers and other third parties to obtain financial information on behalf of our clients.
- Assisting with projects as they arise for example Consumer Duty and demonstrate dedication to your own personal growth and development within the company.
- Work collaboratively with Financial Advisers and the Client Manager to ensure effective operational organisation of the team.
What we are looking for :
We are considering both experienced and inexperienced candidates which is be reflected in the salary.
- 1 years experience in a similar role or financial services product provider or banking environment would be advantageous
- We are happy to consider Graduates that have studied a relevant degree like Economics, Finance / Investments.
- Team player with high attention to detail.
- Organised, with the ability to work under pressure in a fast paced environment and to specific time frames.
- Ability to build strong relationships with clients.
- Ability to work collaboratively within a team.
- Experience of working with databases and updating tracking spreadsheets and information systems.
- Ability to embrace change and new challenges and learn new skills with a positive attitude. • Remain calm under pressure, with the ability to multi-task.
- Takes personal accountability for solving day to day problems.
- Strong interpersonal skills, with the ability to display discretion when dealing with confidential and sensitive information. Knowledge
- Proficient in all Microsoft Office programs.
- Demonstrate a strong understanding of all financial products
Job Types: Full-time, Apprenticeship, Graduate
