Pensions Data Specialist
3 weeks ago
We are seeking a highly skilled and experienced Wealth Management Assistant to join our HNW team in the Worcestershire area. As a key member of our team, you will be responsible for providing administrative support to our wealth management professionals, ensuring the smooth delivery of our services to high net worth clients.
Key Responsibilities:
- Providing administrative support to wealth management professionals, including data entry, document preparation, and client communication.
- Assisting with the preparation of client reports, proposals, and other business documents.
- Developing and maintaining knowledge of our wealth management services and products.
- Collaborating with colleagues to achieve team goals and objectives.
About Us:
Bruin Financial is a leading wealth management firm, dedicated to providing exceptional service to our high net worth clients. We are committed to delivering tailored solutions that meet their unique needs and goals.
What We Offer:
We offer a competitive salary and benefits package, as well as opportunities for professional development and career advancement. If you are a motivated and experienced individual looking for a new challenge, we encourage you to apply for this exciting opportunity.
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