Liverpool: 0151 305 8800

Leicester: 0116 332 8448

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Exciting Graduate Opportunity - Wealth Management

The Workbank are recruiting for our client within the financial Industry in the heart of the Liverpool City Centre. This is an exciting opportunity for graduates who wish to develop their career within the financial sector.

Your core responsibilities will be:

* Liaising with existing clients handling technical queries in matters relating to the management of their personal wealth.

* Liaising with professional investment advisers and portfolio managers in order to provide clients with support

* Making and receiving calls to and from employees of large companies and pension schemes in response to their educational seminars

* Diary and activity management on behalf of the companies regulated investment advisors (using internal systems)

* Overseeing the timely preparation and delivery to clients of their personal pension transfer and management reports

The successful candidate will be confident in strong written and verbal communication skills to respond to requests from employees at all levels within an organisation from new joiners to main board directors. You will also be customer focussed and be able to work to deadlines. Time management and organisational skills are key. You will also be confident in working on your own and within a team.

Ideally you will have experience of working within the financial services and experience of client relationship management. Awareness of UK regulatory environment and a professional financial services qualifications and a willingness and desire to study towards and attain professional financial qualifications.


Job Type:Permanent
Branch:The Workbank Liverpool
Consultant:Contact Branch (The Workbank Liverpool)
Tel: 0151 305 8800
Key Skills
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