Our client a very well established Wealth manager Practice are now looking to grow their team.
You will provide efficient administrative support to the Advisers within the practice in respect of the business generated and the servicing of existing clients. You will produce all the relevant paperwork for the client, on behalf of the Adviser, including (but not limited to), quotations, advice, illustrations, and valuations as well as processing all new business documentation in accordance with the agreed service and quality standards.
You will handle queries from clients and third parties and take the appropriate action to ensure the query is dealt with in a timely and effective manner.
Your role will include:
Interviews available immediately.