| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| Oil & Gas Jobs |
| Banking Jobs |
| Construction Jobs |
| Top Management Jobs |
| IT - Software Jobs |
| Medical Healthcare Jobs |
| Purchase / Logistics Jobs |
| Sales |
| Ajax Jobs |
| Designing Jobs |
| ASP .NET Jobs |
| Java Jobs |
| MySQL Jobs |
| Sap hr Jobs |
| Software Testing Jobs |
| Html Jobs |
| Job Location | Bath |
| Education | Not Mentioned |
| Salary | 23,000 - 28,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
A new role has arisen within a small investment firm in Central Bath, due to ongoing and sustained growth.Juice are delighted to be supporting this boutique wealth management firm in their search for their next key team member.A background in financial services is not essential however ability to work with high levels of accuracy and attention to detail is key.A large part of the role is keying in information accurately and making outbound calls to providers to update and manage processes.Typical duties will include the following -Meeting and greeting any visitors to the office providing positive first impressionsLiaising with clients on email, confirming appointments, relaying messagesObtaining client data for processing for the provision of FCA compliance documents for completionUploading data in to a variety of investment platformsLiaising with lenders, insurance companies , 3rd parties eg GP surgeries, solicitors, accountants banks building societiesAccurate keying of data in to applications across all aspects of the business to include pensions, investments and insurance protectionCommunication to all providers to maintain momentum of applications to conclusionGeneration of illustrations and creation of suitability reports in timeSubmission and creation of contracts for client solutionsSupport on ad hoc events (annual charity days) assisting with production of presentations and reports, general adminAny knowledge of the following processes is advantageous though not essential - Intelligent Office, Assure web, Iress, data protection legislation.Further training and support could be provided for CII Diploma - however formal qualification is not essential to perform the role.Working in small but busy practice - this role could be offered on a full or part time basis.If part time - ideally looking for a minimum of 4 days. Could suit someone who has gained exposure to the commercial business world and would like a new challenge - or experienced wealth management support candidates.