We're seeking a skilled administrative professional to provide support to financial advisers and teams. Responsibilities include preparing client documentation, processing new business applications, and liaising with providers and clients.
For this opportunity, we're looking for someone with experience in financial services or wealth management, strong organisational skills, excellent written and verbal communication skills, and the ability to maintain discretion and confidentiality.
This role is an exciting chance to join a team supporting financial advisers in delivering outstanding client service.