Wealth Management Assistant

2 months ago


Fleet, United Kingdom PPSL Full time

We have an opportunity for someone who is currently seeking a career role within the Wealth management sector. This role is ideal for someone who is seeking their first role, or looking to move into a professional sector.

**The duties are**:

- Audit documents received from your allocated adviser to ensure they meet our compliance requirements.
- Submit Dealing Instructions to providers to facilitate new investments and withdrawals.
- Build relationships with allocated advisers.
- Adhere to administrative systems, policies, and procedures.

**To apply**:

- Good communication skills, verbally and written
- Can work methodically, and calmly and communicate well with the team at all times.
- Good phone manner.

If you would like to know more about this growing business then please apply.

**Salary**: £21,000.00-£235,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Fleet: reliably commute or plan to relocate before starting work (required)

**Education**:

- Diploma of Higher Education (preferred)

**Experience**:

- Administrative experience: 1 year (required)

**Language**:

- English (required)

Work Location: In person



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