Wealth Management Professional
22 hours ago
Serve as a vital member of our team at Service Service Employment Agency Limited, where we offer a comprehensive package of benefits to our valued employees.
As a Wealth Management Professional, you will have the opportunity to work closely with experienced financial planners, providing administrative support and contributing to the success of our clients.
Your duties will include receiving incoming telephone calls and mail, handling them appropriately, maintaining office systems, including data management and electronic filing, and making client appointments when required.
You will need:
- To possess excellent communication and interpersonal skills.
- To be proficient in Microsoft Office applications, particularly Excel and Word.
- To have a good understanding of compliance and regulatory requirements.
Benefits include:
- An annual salary of up to £30,000.00.
- A profit-related bonus, payable biannually.
- Private medical insurance.
- An electric car scheme.
- A pension with a 5% employer contribution.
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