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Posted 7 months ago

Join an inclusive and diverse workforce within a highly regarded, global wealth management business, where collaboration is key and everyone’s opinions, perspectives and dedication play a key role in contributing to the success of this organisation.

In this support role, you will work alongside Client Advisors and their assistants based in the UK and Jersey, whilst having direct client contact. You will also provide transaction and administrative support, to ensure a quality service is delivered at all times.

Responsibilities will include:

  • Supporting Client Advisors in Jersey and the UK

  • Ensuring administrative arrangements and client-related processes are completed accurately

  • Receiving client security orders on an execution only basis

  • Carrying out daily transaction processing and assisting with any issues requiring troubleshooting

  • Building strong working relationships with external and internal clients

Experience and skills required:

  • Previous experience in a similar role and confidence dealing on an execution only basis

  • Hold an RDR (Retail Distribution Review) investment qualification, such as CISI level 4 Investment Advice Diploma or above

  • Good understanding of financial markets, back office processes and the regulatory framework

  • Ability to work well within a team and independently, using own initiative

  • Excellent written and verbal communication skills

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.