Wealth management support

Juice Recruitment Ltd
Bath, UK
18 Jun 2019
01 Jul 2019
Contract Type
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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