This is an excellent opportunity for the right candidate to get their foot in the door within the Financial Services Sector in a highly reputable firm! On offer is a highly competitive package with support and progression opportunities available!
The role will entail supporting Paraplanners and IFA's in providing an excellent services to high-net worth clients! The role will involve maintaining client records (paper & Intelligent Office database) processing new business and uploading documents/emails to Intelligent Office.
You will liaise with Clients (written & by phone) and cover reception when required.
The ideal Candidate will have excellent attention to detail and accuracy and previous experience working within the Financial Services Sector.
You work well in a team, hold strong IT skills (MS Word & Excel) and good communication skills!
Reed Specialist Recruitment Limited is an employment agency and employment business
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