Team Assistant in Wealth Management - Birmingham, United Kingdom - Katie Bard (Angela Mortimer Plc)

Katie Bard (Angela Mortimer Plc)
Katie Bard (Angela Mortimer Plc)
Verified Company
Birmingham, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

My client are a boutique Wealth Management business looking to recruit a Team Assistant to support their highly successful Wealth Management Team.

This role will entail working with the Paraplanners and Advisers to support all parts of the financial planning and advice process, requesting and collating information, dealing with pre
- and post-sales documentation, and liaising with clients and providerswhere necessary.

In addition you will develop professional working relationships with our Advisers and build and develop relevant product and market awareness and ensure that all relevant legislative & procedural changes are complied with


Other duties will include:

  • Updating the client management software and systems to keep accurate records.
  • Carry out Reception and 'meet and greet' tasks for the office and be a first point of contact for taking incoming telephone calls to the office.
  • To support the Practice Director and team in the development and delivery of new processes and documentation.
  • To participate in any other projects as requested
Katie Bard is acting as an agency and is an equal opportunities employer.


Ref:
#64
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