Wealth Management PA/ Administrator
Working within one of the largest and most successful wealth management practices in the East Midlands, you will be given the support and opportunity to progress your career in a structured and rewarding manner. The business has recently reinvested significantly into a new office building, meaning the successful candidate will benefit from a genuinely outstanding working environment to help them to excel.
You will be working alongside a number of Wealth Managers/Advisers to assist them in delivering a first class, professional client service. This challenging role requires a high level of organisational skill to prioritise and coordinate workload activities, whilst ensuring the Advisers are fully supported in their roles.
The position requires strong attention to detail and accuracy due to the complex nature of the services we offer to our clients. A good understanding of Financial Services, or the desire to learn, will be a major benefit to the successful applicant.
Following initial training, the successful applicant will be the main liaison between the client and the Adviser, ensuring all meetings are prepared for, delivered and any agreed actions are followed up in a timely and professional manner – good communication skills are a must.
The successful candidate will be given the opportunity to develop and grow within the role, training will be provided with the backing of a FTSE 100 company. Full support will be provided for those candidates wishing to study for professional qualifications and begin a long-term, successful career within wealth management.
Key Experience & Skills
In addition to a generous basic package (negotiable), there are other discretionary bonuses linked to personal progression, personal performance and overall practice performance. There is much scope for progression which would reward a candidate looking to develop their long-term financial services career.
To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)