Ifa Operations Assistant - Essex, United Kingdom - Fram Search

Fram Search

Verified Company

Essex, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Leading wealth management firm

Fantastic opportunity
Excellent career progression opportunities

Fram search are working with, a leading wealth management firm, who are seeking an Operations Assistant to join their growing team.

As an operations assistant, you will play a vital role in supporting the financial advice team by providing efficient and accurate administrative assistance.

This is a fantastic opportunity to gain valuable experience within a wealth management environment. Our client offers full training with the potential for sponsored financial services relevant exams.

Key responsibilities:

Collaborate with our Advisers to ensure uptodate client information is provided for Annual Reviews.
Assist in writing up adviser recommendations and managing fund switches.
Client Transactions: Take charge of creating Illustrations, conducting Money Laundering checks, and producing ML Certificates (MLC).
Prepare Transaction Confirmation letters and address any associated client queries.
Ad Hoc: Reach out to clients to schedule appointments and update their diaries.
Undertake general administrative duties, including letter writing and other support tasks as required.

Our client foster a supportive and collaborative work environment that encourages personal growth and development. They value dedication, integrity, and a commitment to excellence.