Company

Financial DivisionsSee more

addressAddressSouth East
type Form of workPermanent, full-time
salary Salary£35,000 - £40,000 per annum
CategoryCustomer Service

Job description

OPERATIONS TEAM MEMBER (opportunity to move from IFA Admin or Paraplanning) - London-hybrid working - c£ 35/40k, excellent benefits including massive bonus and fully funded annual office holiday!

My Client, a London based boutique wealth management firm are looking to offer an opportunity for a dynamic and talented individual to join their Operations team from Day 1. If you are an IFA Administrator or Paraplanner looking for an opportunity to now focus your career within Operations, this could be the perfect opportunity.

Opportunity Highlights

** All staff are treated to a fully funded annual holiday, an exceptionally large bonus and hybrid working.

** Work closely and be fully supported by the Directors.

** Full involvement with file reviews, recruitment, social events, client relationship management, running board meetings, chairing weekly back-office team meetings, ensure ongoing compliance, book meeting rooms, perform fee reconciliations, track invoices and support the Advisers on a day-to-day basis.

** Excellent platform for personal development within Operations

** Role will suit an ambitious Graduate with existing IFA Admin/Paraplanning experience

** Requires strong communication skills and attention to detail.

To register your interest please send your Cv to Camilla Howden.

Refer code: 2422932. Financial Divisions - The previous day - 2024-01-05 16:14

Financial Divisions

South East
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