Client Service
2 days ago
Client Service - Wealth Management
In this Client Service role you will be supporting 2 Financial Advisers, reporting to the Head of Client Service
Your responsibilities will include but won't be limited to implementation of advice, implementation of investments, administrative duties and task management.
This is an exciting opportunity for an experienced Assistant or Client Service Officer to join a successful business that provides work life balance.
Demonstrated skills
- 2+ years experience working in Financial Advice Practice
- Understanding of compliance frameworks in the advice industry
- Strong attention to detail
- Strong communication skills
- Willingness to learn and develop
Benefits
- This role would suit someone looking to work on a part time basis for 2-3 days per week with possibility working more days if wanted. We also offer flexibility around hours worked per day to accommodate your personal needs.
- Hybrid work with flexibility around days are in office and days working from home.
About Us
- Established for 20+ years with a growing high net worth client base.
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