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SalaryWithin Wealth Management
Are you currently or have you previously worked within a Financial Services based company? Or have you got a basic understanding of Pensions or Investments or worked within an FCA compliant environment? If the answer is yes to any of those questions, then my client would be interested in talking to you. They are a highly regarded Wealth Management business, that provide support to private individuals around pensions, investments, life assurance, estate planning and trust work.
They have grown organically year on year and are now looking to take on additional support within their Financial Administration team. You will be assisting with the onboarding process of new clients and ensuring their details are not only complaint within FCA rules and regulations but adhered to the firms’ internal processes and procedures. There will be a high degree of client interaction, following up on requests for information and acting as their first point of contact with regards to any queries that arise.
The role is a highly technical one, so if you are looking for something that is mentally challenging with a high degree of people interaction, then this would be an excellent move for you. You will be working for a very supportive and engaging Manager, that will provide you with support and ongoing training, to enable you to start studying for professional qualifications, which they will pay you to do. The team are a mixture of experienced individuals and those that are new to the industry and are very supportive of each other. Our client can offer you a career, rather than just a dead-end job and are looking for driven self-motivated and outgoing individuals.
If you have had some basic work experience within Financial Services, then I would like to hear from you. Please send your cv to Ryan at Financial Divisions
