£20 - 25k
I am currently working with a new prestigious Wealth Management firm based in lovely offices in the City.
You will be working with 3 Financial Advisers and their technical team.
Key responsibilities will be providing administrative support to the Advisers and Technical team.
Dealing with client queries efficiently
Producing letters of authority
Processing new business applications
Meeting and greeting clients
Chasing 3rd party providers for documentation
Ideally you have will gained at least 6-12 months in a Wealth Management firm and looking to progress your career further.
My client offers study support for Financial Diploma.
If this sounds like the ideal role for you, please send your CV to Ursula Sloan at Financial Divisions
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