Looking to kickstart your career within Finance and Wealth Management?
We are working with a Private Wealth Management firm, based in South Woodford - Walking distance from the Central Line
Supporting a team of Advisors, who specialise in investments, pensions and ISAs - you will be in a client facing role, looking after the administrative side of their projects. Other responsibilites would include;
Liasing with external companies to gather information
Working on basic cases, writing up notes and proposals
Attending client events
Client Services/Account Management requests
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!