Join a key service area within a leading financial services provider, overseeing the delivery of a comprehensive first-class administrative service to a portfolio of complex and high net worth clients.
This role requires a unique combination of understanding, skills and experience and is a fantastic opportunity to gain experience at a company which encourages you to reach your full potential.
Enjoy working in an environment where people are valued and listened to, and efforts are recognised and rewarded.
Responsibilities will include:
Administering an assigned portfolio of clients
Assisting with the review of financial statements for your own portfolio and supervising more junior team members
Scheduling and attending client meetings
Checking client, power of attorney and investment checklists
Conducting reviews on assigned clients and requesting CDD documentation where appropriate
Experience and skills required:
Previous experience in a supervisory role
Holds a relevant professional Table 4 qualification such as ICSA Diploma or STEP Diploma
Ability to delegate, coach and motivate
Proactive and disciplined approach to tasks
We are an equal opportunity employer and value diversity at all times.