Address
Form of work
Salaryplus bonus and excellent benefits package
Our client, a prestigious and rapidly expanding private Client Wealth firm, is seeking to enhance their acquisition integration team. This position is ideal 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 progression.
As a key member of a small yet growing team, you will help integrate acquired businesses into the company's model and processes. Your responsibilities will include essential Excel reporting, vendor communications, income reconciliation, and various other tasks. This role offers comprehensive exposure to all areas of the business and wealth management, allowing you to build strong client relationships.
While experience in wealth management or financial services is beneficial, we welcome candidates from diverse backgrounds who demonstrate the following qualities:
Strong communication skills at all levels
Methodical approach with the ability to prioritize and manage multiple tasks
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
High organization with keen attention to detail
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.
