Wealth Management Support Professional

3 days ago


Oxford, Oxfordshire, United Kingdom Aspire Recruitment Solutions Full time
Company Overview
Aspire Recruitment Solutions is a leading recruitment agency specialising in Financial Services positions. Our mission is to connect talented professionals with rewarding career opportunities. In this role as a Wealth Management Support Professional, you will be part of our dynamic team, working closely with financial advisers and clients to provide exceptional support.

Your Key Responsibilities Will Include:
• Working closely with financial advisers and clients to provide support
• Liaising with product providers to ensure timely and accurate responses to clients
• Sending Letters of Authority and gathering accurate information
• Obtaining illustrations and application forms
• Production of portfolio valuations

Requirements
This is an exciting opportunity for experienced financial services administrators looking to progress their careers. To succeed in this role, you will need at least 1 year of experience in financial services administration, excellent communication skills and the ability to work effectively in a team environment. The salary range for this position is up to £34,950 per annum, depending on experience.

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