Take the next step in your career with an expanding wealth management business which strives to build a diverse, fulfilling and inclusive workplace.
This is a hands-on, supportive role within a small team of dedicated professionals, where you will be supported and encouraged to achieve your career ambitions. You will also have the opportunity to engage with the company’s wellbeing programme.
If you have previous client support experience, a proactive attitude, a drive for accuracy and a passion for excellent client service, this would be the perfect opportunity for you.
Responsibilities will include:
Providing support to Directors with the management of client relationships
Assisting with account openings and onboarding new clients
Preparing client presentations, reports and annual reviews
Providing portfolio management support, including trading, payments and FX
Experience and skills required:
Either hold or currently studying towards a level 4 investment qualification
An interest in financial markets and portfolio management services
Ambition to progress and development
Ability to work independently, using own initiative
Previous experience in a client support role
We are an equal opportunity employer and value diversity at all times.