FALCON WEALTH MANAGEMENT Salary
KNIGHTSBRIDGE HOUSE ROOLEY LANE BRADFORD BD4 7SQ ENGLAND
TIN: 13191829
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Earnings on positions in FALCON WEALTH MANAGEMENT
FALCON WEALTH MANAGEMENT is looking for employees for positions:
office administrator
Working hours
- full-time | Permanent
Responsibility
- prepare client review packs to ensure accurate and organised documentation
- arrange client meetings and efficiently process new business requests
- assist Independent Financial Advisors in daily tasks to deliver exceptional client support
- work with new and existing clients to process relevant documentation, complying with industry regulations and FCA guidance
- continually update files and maintain compliance with industry regulations
- keep all stakeholders informed about work progress and relevant activities
- prepare financial services-related correspondence to facilitate smooth communication
- ensure the CRM system is up-to-date and maintain accurate KYC information
Requirements
- ideally, you have prior experience in Financial Services, Wealth Management, or a related professional office-based role
- strong proficiency in MS Office applications is essential
- possess excellent interpersonal and communication skills, allowing you to build strong relationships effortlessly
- demonstrate a diligent and detail-oriented work ethic, eager to make valuable contributions
- join Falcon Wealth Management and embark on an exciting journey with ample growth prospects and a client-centric approach
- admin/Office: 1 year
- strong organisational abilities to prioritise tasks and meet deadlines efficiently
- if you possess the above skills and experience and are eager to contribute to our team's success, we invite you to get in touch and submit your CV