WALLIS WEALTH Salary
7 KINGSWAY CHALFONT ST. PETER GERRARDS CROSS SL9 8NS ENGLAND
TIN: 07595271
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Earnings on positions in WALLIS WEALTH
WALLIS WEALTH is looking for employees for positions:
financial services administrator
Working hours
- full-time | Apprenticeship
Language
- english
Responsibility
- we are Wallis Wealth Limited
- we are a successful boutique wealth management / financial planning business
- we have an excellent reputation providing very solid financial advice to private clients who are predominantly City professionals and business owners
- we have built our practice solely on recommendations and referrals
- we have an opportunity for a Financial Services Administrator Apprentice to join our office in Gerrards Cross
- you will provide detail orientated and timely administrative support to the Managing Director
- our people are the most important asset in our business, ensuring we provide our clients with the best possible financial advice and guidance
- working directly with the Managing Director, who is the principal financial adviser, would provide you with excellent experience to support your training and development within financial services
Education
- GCSE or equivalent
Requirements
- communication skills
- hold 5 GCSEs or equivalent
- IT skills
- attention to detail
- have been a resident in the UK/EEA/EU for the last 3 years
- organisation skills
- customer care skills
- problem solving skills