Financial and administrative support for bespoke IFA (ID:6809)
This is an exceptional opportunity to join a unique boutique
finance firm. Dealing with all the support to the financial advisors including
background research for the due diligence reports, calculating investment
portfolio values, and preparing repots and letters for the IFAs. This role is
highly detail orientated and includes varied and interesting admin support as
well as calculations on illustrations and valuations of portfolios. You will
need to be confident to communicate complex administrative requirements as well
as enjoy working with numbers!
You will need to have excellent written and verbal
communication skills as well as be highly numerate. You will be working within
a very professional , fun, ambitious and outgoing team where progression and
personal development is actively encouraged. This is a fantastic role for an
Accounting or Business graduate, though other degree disciplines and
applications from non-graduates will also be considered ? the attitude and
potential of an individual are key!
For more information on the role and career opportunities
within the firm please contact Verity Stokes on 0121 633 4443 or email
V.Stokes@katiebard.com.
For further information how Katie Bard acts as an employment agency or as an employment business see our legal information.