Financial Services

5 days ago


Bath, United Kingdom Juice Recruitment Ltd Full time

A new role has arisen within a small investment firm in Central Bath, due to ongoing and sustained growth.
Juice are delighted to be supporting this boutique wealth management firm in their search for their next key team member.
A background in financial services is not essential however ability to work with high levels of accuracy and attention to detail is key.
A large part of the role is keying in information accurately and making outbound calls to providers to update and manage processes.
Typical duties will include the following
- Meeting and greeting any visitors to the office providing positive first impressions
Obtaining client data for processing for the provision of FCA compliance documents for completion
Uploading data in to a variety of investment platforms
Liaising with lenders, insurance companies, 3rd parties eg GP surgeries, solicitors, accountants banks building societies
Generation of illustrations and creation of suitability reports in time
Submission and creation of contracts for client solutions
Support on ad hoc events (annual charity days) assisting with production of presentations and reports, general admin
Any knowledge of the following processes is advantageous though not essential - Intelligent Office, Assure web, Iress, data protection legislation.
Further training and support could be provided for CII Diploma - however formal qualification is not essential to perform the role.
Working in small but busy practice - this role could be offered on a full or part time basis.



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