Ifa Operations Assistant
2 weeks ago
Leading wealth management firm
- Fantastic opportunity
- Excellent career progression opportunities
Fram search are working with, a leading wealth management firm, who are seeking an Operations Assistant to join their growing team. As an operations assistant, you will play a vital role in supporting the financial advice team by providing efficient and accurate administrative assistance. This is a fantastic opportunity to gain valuable experience within a wealth management environment. Our client offers full training with the potential for sponsored financial services relevant exams.
Key responsibilities:
- Collaborate with our Advisers to ensure up-to-date client information is provided for Annual Reviews.
- Assist in writing up adviser recommendations and managing fund switches.
- Client Transactions: Take charge of creating Illustrations, conducting Money Laundering checks, and producing ML Certificates (MLC).
- Prepare Transaction Confirmation letters and address any associated client queries.
- Ad Hoc: Reach out to clients to schedule appointments and update their diaries.
- Undertake general administrative duties, including letter writing and other support tasks as required.
Our client foster a supportive and collaborative work environment that encourages personal growth and development. They value dedication, integrity, and a commitment to excellence.
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