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Assistant / Administrator / Associate - Staffordshire

Ashdown Group
Posted 3 days ago, valid for 16 days
Location

Wolverhampton, Staffordshire WV6 7NR

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A growing business is seeking a client relations/customer service focused Assistant/Associate with experience in financial services such as Wealth Management or Banking.
  • This office-based position is located on the Shropshire/Staffordshire/West Midlands border.
  • Responsibilities include making client appointments, preparing meeting packs, and processing fund transactions.
  • The role offers a salary of up to £27,000, along with a performance-related bonus and benefits.
  • This is an excellent opportunity for individuals looking to build a career in the financial services sector.

A growing business is looking for a client relations / customer service focussed Assistant / Associate with proven experience in a Wealth Management, Banking, Fund, Investment, Insurance, Trust, Loan, Portfolio, Risk or similar financial services business. This is an office-based role located on the Shropshire / Staffordshire / West Midlands border.

The successful candidate will be responsible for making client appointments, preparing and distributing client meeting packs, answering and logging all client calls, inputting CFR documents on Salesforce, processing fund switches / rebalances & withdrawals, preparing business submission documents, liaising with the Paraplanning team as well as ensuring GDPR & FCA protocols are adhered to.

This is an excellent opportunity to build a career in the financial services sector. This Client / Customer Administrator role is paying up to £27,000 plus performance related bonus and benefits.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.