At Kayman Recruitment we have partnered with a Private Wealth Management firm of 35 people, based in South Woodford, London - walking distance from the Central Line station. Supporting a team of Advisors, who specialise in investments, pensions and ISAs - you will be in a client facing role, looking after administrative side of their projects.
Duties will include:
Liaising with external companies to gather information
Working on basic cases, writing up notes and proposals
Attending client events
Client Services / Account Management requests
What they are looking for:
6 months + experience in an Administrative role
Confident with verbal and written communication
Motivated - someone who wants to learn and develop going forwards
They can offer:
A salary up to £23,000 + bonus
Just a 5 minute walk from South Woodford Station
This is a great role for someone who wants to learn and progress within the Finance world - a positive working attitude, confidence on the phone / face to face and a good understanding of admin processes is all you need to do well!