Wealth management support

Recruiter
Juice Recruitment Ltd
Location
Bath, UK
Salary
Competitive
Posted
18 Jun 2019
Closes
01 Jul 2019
Ref
1160574639
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Juice is excited to be recruiting for a vibrant investment company based on the outskirts of Bath; with nearby offsite company parking provided.
This part-time role is a great opportunity for someone who is looking for a fresh new challenge.
The role would be fab for someone with some experience working in financial services.
May suit someone coming from a platform environment looking to get into wealth management. You would be working within a team on a variety of tasks, this role is varied and full of opportunities to learn new skills.

Duties include but are not limited to;
• Liaising with product providers
• Carrying out anti - money laundering checks
• Administrator support for a wider team including 4 financial advisers
• Completing registrations and forms for daily tasks
• Data entry, maintaining registers and client information
• Becoming familiar in various systems and obtaining the relevant information
• Streamlining information gathering and client valuations

Skills we would love to see are;
• Having good working knowledge for Microsoft Word, Excel and Outlook
• Good work ethic
• Comfortable multi-tasking
• Having a presentable and professional attitude towards the role
• Attention to detail as a key concern

This role is 4 hours a day 5 days a week so it's great for someone looking for a part time role.
20-25k pro rata

If this is of interest to you please get in touch today!

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