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Wealth management administrator

Oxford
Permanent
LV Recruitment
Wealth management administrator
Posted: 6h ago
Offer description

We are working with an exceptional wealth management firm that provides financial advice and investment management services to private clients, small businesses, and families. They are now looking for an experienced, professional, and confident business support candidate to join their team in providing a first-class experience to clients visiting the branch.

You will be the first person to welcome visitors and ensure you deal with queries quickly and efficiently. You will then help with getting meetings set up, diaries, and any packs required. Due to the small team, you must work closely together and offer a smooth process, whilst working to high standards and offering a friendly service.

You will get fantastic exposure to a wide range of clients across many industry sectors, a varied role in a talented and experienced team and to join a company with an exciting growth plan ahead. You will be offered plenty of opportunities to increase your technical knowledge and skills, a competitive salary and benefits package including pension, life assurance, health cash plan, retail discount scheme, electric vehicles salary sacrifice, and cycle to work scheme. A generous holiday allowance of 25 days plus BH and will also enjoy your birthday off and a day for mental well-being and additional holiday with service.

Experience within financial services is ess...

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