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The Company:
- Well known Wealth Management firm in Liverpool City Centre
- Innovative and fast growing
- Impressive City Centre offices
The Company:
- Offers the opportunity to study for a diploma in Financial Planning, funded by the business
- Health insurance plan
- Discretionary bonus scheme
- Incremental salary increases
The Role:
- Reporting into the Wealth Services Management Team
- Spending a year on each department
- Providing high quality admin support to the internal departments
- First point of contact for clients
- Ensuring all client information is up to date
The Ideal Candidate:
- Experience within Financial Services would be preferred but not essential
- Degree educated, ideally in a relevant subject
- An interest in the investment/wealth management industry
- Strong accuracy and attention to detail
- Ability to work towards deadlines and manage own workload
