Wealth Management Support Specialist

2 weeks ago


Taunton, Somerset, United Kingdom Hawk 3 Talent Solutions Full time

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.

Salary

The salary for this position is £28,000 - £32,000 per annum, depending on experience.

Job Overview

This 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 Responsibilities

Your 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.
Requirements

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.
Benefits

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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