Address
Form of work
Salaryplus bonus and excellent benefits package
Our client, a prestigious and rapidly expanding Private Client Wealth firm, is looking to enhance their acquisition integration team. This position is perfect for individuals eager to start their careers in the Wealth Management sector while developing operational and administrative skills, particularly in Excel. With the company's growth, there will be ample opportunities for long-term career advancement.
As a key member of a small yet expanding team, you will facilitate the integration of acquired businesses into the company's model and processes. Your responsibilities will encompass essential Excel reporting, vendor communications, income reconciliation, and various other tasks. This role provides comprehensive exposure to all areas of the business and Wealth Management, allowing you to build strong relationships with clients.
While experience in Wealth Management or financial services is advantageous, we welcome candidates from diverse backgrounds who can demonstrate the following qualities: strong communication skills at all levels, a methodical approach with the ability to prioritise and manage multiple tasks, a team-oriented mindset with the ability to work independently, advanced IT skills with a focus on MS Excel, integrity and honesty in all actions, proficiency in Microsoft Office packages, excellent written and verbal communication skills, respect and consideration for colleagues, clients, and third-party suppliers, maintaining the firm's reputation, high organisation with keen attention to detail, and the ability to use initiative.
This role offers an excellent opportunity to join a leading firm in Wealth Management that genuinely supports your career progression and development. You will be able to build on your skills, knowledge, and experience in a dynamic and supportive environment.
If you are interested in this Acquisition/Integration Support opportunity, please contact Joanna Clark.
