Wealth Management Secretary

Job Title: Wealth Management Secretary

Location: Kettering

Salary: £26,000 - £30,000

The Company:

This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services.

A modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. Having seen huge amounts of growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Services.

Offering exam support and a strong benefits package, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available.

The Role:

This role would sit within the administrative function of the business and would involve a combination of administrative and PA style duties. The ideal candidate would be comfortable meeting clients and able to manage adviser diaries, workflows and transcribe client meeting notes. Someone who is able to present information clearly and concisely with strong written and verbal communication skills is key.

If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you.

The Required Skills:

• Experience of managing diaries and providing secretarial/administrative support within a financial services environment
• Previous experience of working within a Wealth Management or Financial Planning business previously
• Excellent communication skills, both written and verbal.
• Strong analytical and numerical skills

If you are interested in discussing this position, then please get in touch with Capio Recruitment.