Graduate Wealth Management Assistant

3 weeks ago


Leatherhead, United Kingdom Optima Recruitment Full time

Our client, a prestigious wealth management practice based in Surrey is looking for an outstanding Client Service Assistant who has the diligence to become a value member of a client focused financial planning firm.
- Working with the Client Service team
- Administering new client pensions, investment and risk contracts
- Servicing existing client arrangements
- Conduct effective liaisons with product providers and strategic partners
- Updating client and product records
- Taking on ad hoc project work and various administrative duties in the office offering you exposure to the full range of our business activities

**Person Specification**:

- Educated to degree level or equivalent
- Previous experience at an IFA or Wealth Management Firm or evidence of interest in Wealth Management
- Excellent communication skills, in writing, on the phone and face to face. You will need to have the confidence to communicate effectively with people of all levels.
- Confidence with numbers, strength in producing precise and accurate documentation and record-keeping.
- The ability to prioritise and organise your workload to meet deadlines.
- A professional manner, positive attitude, self-motivation and proactive approach.
- The ability to work well within in a team as well as independently.
- Experience with Advisor Office or a similar Financial Services back office system would be beneficial.
- A high level of proficiency with Microsoft Office products.
- The ability to familiarise yourself with new technology quickly and efficiently.

**Additional Information**:

- Based in Leatherhead
- Monday to Friday, 9-5.30
- £22,000 - £24,000
- 22 days holiday plus bank holidays
- Free parking

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