Wealth Management Support Specialist
2 weeks ago
Are you interested in a challenging role that offers opportunities for growth and development?
Haw 3 Talent Solutions is recruiting on behalf of its client, a leading Wealth Management company, for a Wealth Management Administrator to work in Taunton, Somerset.
SalaryThe salary for this position is £28,000 - £32,000 per annum, depending on experience.
Job OverviewThis role involves working in a dynamic team environment to provide administrative support, including:
- Data entry and monitoring of the Company client database.
- Efficient use of software packages.
You will have the opportunity to work with a range of software packages, including data entry and monitoring tools.
Key ResponsibilitiesYour key responsibilities will include:
- Working to FCA approved standards to ensure compliance and data protection guidelines are met.
- Using software packages to efficiently book meeting rooms and conference facilities.
To be successful in this role, you will need:
- A willingness to learn and develop your skills within the Financial Services industry.
- An understanding of the importance that compliance & GDPR play within financial services.
We offer a comprehensive benefits package, including:
- Comprehensive induction programme
- Annual salary review
- Annual bonus scheme
- Study support both financially and time to study during the working day
- 30 days holiday allowance + 8 bank holidays
- Access to our commercial gym
- Day off for your birthday
- Christmas shutdown
- Access to BUPA Employee Assistance Program
- Pension
- Sick pay
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