Address
Form of workAre you a results-focused and detail-oriented professional seeking a new opportunity in Wealth Management? My client, a dynamic and forward-thinking firm located in North Bristol, is currently looking for a dedicated individual to join their team.
Role Overview:
- Your primary responsibility will be to provide crucial support to my client's Partners and Advisers, delivering high-quality, accurate, and timely administration services.
- Your focus will be on the comprehensive management of the review meeting process.
Skills:
- Excellent interpersonal skills, both written and verbal (with clients and team members).
- Strong quality management skills with acute attention to detail.
- Excellent time management abilities.
- Proficient in Office 365, including Word, Excel, and Outlook.
- Familiarity with Standard Life Wrap, IO, Dynamic Planner, and other provider platforms.
Knowledge:
- Understanding of the FCA’s rules and requirements.
- Detailed knowledge of the FCA’s and my client's record-keeping requirements.
- Broad knowledge of the financial services sector.
Responsibilities:
- Stay updated on new platforms, technical, or legislative changes in the marketplace.
- Adhere to my client's compliance, training and competence, complaints, and data security policies/procedures.
- Ensure fair treatment of clients at all times.
- Collaborate within a team to provide clients with a professional ongoing financial planning experience.
- Constantly seek to improve business processes and contribute ideas for enhancement.
- Demonstrate a "get it right first time" attitude.
- Agree and achieve objectives set during appraisals.
If you are a results-focused, detail-oriented individual with a passion for excellence, I invite you to apply and join their thriving team!
Salary:
- £25,000 - £30,000
Contact:
Jordan Cassell
Reference: JC/86644
Candidate care:
By responding to this advert you consent to Cavendish Maine processing the personal data included within this application.
If your application is successful we will contact you to discuss the opportunity in more detail, within 48 hours of receiving your application.
Should you not hear from us within 3 working days please assume your application has been unsuccessful on this occasion. Please be advised that if unsuccessful for this role we may keep your details in our hold file, during which time you may be contacted for other suitable vacancies. If you do not want us to do this please call us to advise.
In the meantime, we would like to thank you for your interest in Cavendish Maine.
