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5th Dec

Client and Advisor Support- Investment Banking

— Financial Services

Salary: 16k - 22k
Location: Bristol
Ref: 40


Who you’ll be working for

This fantastic opportunity is for a Client and Advisor Support staff to join a leading provider in wealth and investment management services based in Bristol. This well established organisations services range from private clients, professional advisors, charities, corporates and institutions, managing almost £9 billion of client assets. This is a huge opportunity to join such a well-established company in the financial industry.

What you’ll be doing

In your day to day role You’ll be required to work closely with wealth planners, playing a key role in ensuring that both clients and wealth planners are fully supported through the new business process, ensuring paperwork, files and operating systems are kept up to date, accurate and compliant. You’ll also explore opportunities for referrals and professional connections adding value to the achievement of business targets.

Key to this role will be your strong administration skills, your attention to detail and your ability to liaise and build strong relationships with both internal and external parties.

This would be a great opportunity for candidates who have experience of working in a Sales environment within the Financial Services sector, who want to work in a fantastic team environment and would like to gain a wider knowledge on wealth and management/investment products.

What experience you’ll need

You’ll have previous experience within a sales background in the financial services, strong administration skills with an excellent customer service skillset. You’ll also have strong organisation skills and the ability to work with a high level of accuracy, with good communication skills both verbally and written and proficient in Word and Excel.

What you’ll get in return for your talents

In return you can expect a basic salary of £16k - £22k depending on experience, plus the opportunity to join a thriving, successful business with great career opportunities. Lastly a great opportunity to obtain a CII certificate in financial administration paid for at the company expense.

What’s next?

Please get in touch with Dan for more information. 

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