Wealth Management Assistant

3 days ago


Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time

A leading Wealth Management firm is seeking a highly organized and motivated Wealth Management Assistant to support its financial advisory team. As a key member of the team, you will play a vital role in delivering exceptional client service and contributing to the overall success of the business.

The successful candidate will have excellent communication and administrative skills, with the ability to work effectively in a fast-paced environment. Experience with salesforce.com and a basic understanding of financial products would be beneficial.

This is an exciting opportunity for someone looking to start their career in the financial services industry.

Key Responsibilities:

  • Supporting the financial advisory team with client meetings and correspondence
  • Preparing and distributing client reports and statements
  • Managing and maintaining accurate records and data
  • Providing exceptional client service and building strong relationships
  • Staying up-to-date with regulatory requirements and company policies

The salary for this position is £25-£30 per hour depending on experience.



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