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Form of work
SalaryThis is a full time, permanent role based in Taunton, Somerset.
You will be joining the team who are responsible for delivering a high level of professionalism to their clients.
The Role:
- Work efficiently with all client enquiries and delivering a top tier service to the clients
- Work to FCA approved standards, ensuring work is compliant
- Managing day to day tasks and providing support to the consultants and clients
- Ability to work under pressure and prioritise your workload
Experience:
- An understanding of the wealth management industry
- High level of personal motivations and organistional skills
- Strong level of professionalism to be able to deliver client service excellence
- Great communication skills and proactiviness
- Understanding of compliance and GDPR within financial services
- Positive can-do attitude
Benefits on offer:
- 30 days holiday allowance
- Christmas Shutdown
- Bonus scheme and annual salary review
- Fantastic company events and a great culture
- Many more!
