Operations Professional - Wealth Management
Our client is one of the UK's leading financial advisory groups with an award winning reputation. Having worked with them for several years, we have first hand experience of the development of employees and their teams' commitment to excellence.
The company offers great long term opportunities and recognises the contribution of team members which leads to a highly motivated environment. The Operations Professional works as part of the Inheritance Tax team and is responsible for account maintenance for HNW investors.
This involves on-boarding new accounts; working closely with investment advisors; and handling valuation enquiries, transfers and account closures.
The Operational Professional will need to have exposure to a similar role within either asset/wealth/investment management. Interested candidates will need to demonstrate how they build enduring relationships and be knowledgeable of AML and FCA regulations.