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.
1. 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.
2. Assist with client meetings, from appointment scheduling, preparation of financial documents to follow up actions post meeting for example fund switches or withdrawals.
3. Act as main point of contact for your assigned clients ensuring you provide exemplary customer services at all times.
4. Confidently liaise with providers and other third parties to obtain financial informa...