Job description

The Company:

• Well known Wealth Management firm in Liverpool City Centre
• Innovative and fast growing
• Impressive City Centre offices

The Company:

• Offers the opportunity to study for a diploma in Financial Planning, funded by the business
• Health insurance plan
• Discretionary bonus scheme

The Role:

• Reporting into the Wealth Services Management Team
• Spending a year on each department
• Providing high quality admin support to the internal departments
• Ensuring all client information is up to date
• Liaison with clients

The Ideal Candidate:

• Experience within Financial Services would be preferred but not essential
• Degree educated, ideally in a relevant subject
• An interest in the investment/wealth management industry
• Strong accuracy and attention to detail
• Ability to work towards deadlines and manage own workload

Benefits:

• Company events
• Company pension
• Life insurance
• Private medical insurance

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in Liverpool