Junior Wealth Support Officer

  • Trainee/Graduate
  • Jersey
  • Negotiable GBP / Year

PR/016555

Job Description

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We have a reputable wealth management firm, currently seeking a meticulous and dedicated Junior Wealth Support Officer to join their team in St Helier. As a Junior Wealth Support Officer, the Successful Candidate will have the opportunity to work closely with clients and colleagues, developing their organisational skills and contributing to the growth of the business. Ideally the Candidate should be a confident communicator and thrive in a fast-paced, client-focused environment.

Responsibilities:
In this role, the Candidate will be responsible for researching and evaluating suitable providers and products for clients. Also, will be required to generate quotations, provide product information, and ensure compliance documentation is complete. Additionally, will maintain accurate records in the Firms Salesforce CRM system, assist with portfolio valuations, and provide administrative support to the team.

Skills:
To excel in this role, the Ideal Candidate should have excellent client interaction skills, strong written communication skills, and high numeracy capabilities with a keen attention to detail. They should also be highly organized and efficient with time management, able to multitask and prioritise effectively, and stay calm under pressure.

Qualifications:
We require candidates to hold A Level education (minimum C grade) and proficiency in Microsoft Office Suite. Candidates with a degree in finance or related fields are also encouraged to apply.

 

More information about this role is available upon request – contact the team today for further details.

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