Support Specialist for Wealth Management

3 weeks ago


Aylesbury, Buckinghamshire, United Kingdom Equals One Ltd Full time
Career Development Opportunities
Are you eager to build a thriving career in the financial services industry? Do you want to work for a company that values innovation and professional growth? Look no further Our client, a forward-thinking firm of Chartered Financial Planners, is offering a unique opportunity to be part of a dynamic team that combines traditional financial planning with innovative technology.

In this exciting role, you will have the opportunity to work closely with colleagues to deliver exceptional client service while utilizing cutting-edge tools, such as voice-activated dictation and meeting transcription software, to streamline workflows. As a key member of the team, you will be responsible for ensuring smooth operations and client satisfaction. Your contributions will play a crucial role in generating national enquiries for IFA services, contributing to the company's mission of delivering truly holistic wealth management solutions.

As a Support Specialist for Wealth Management, you will have the opportunity to work with a wide range of stakeholders, from clients to colleagues, to deliver exceptional service and support. You will also have access to ongoing training and development opportunities to help you advance your career. Join our team today and start building a rewarding career in the financial services industry

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