You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
My client is a public sector organisation that is looking for an experienced building surveyor to join their Economic Development, Asset and Property team to assess and deliver work on their commercial property portfolio.
This role has responsibility for the effective implementation and management of retail IT projects, ensuring they are completed on-time and to budget whilst always providing exceptional customer service to our clients.
Your key tasks and responsibilities will include
Ensuring all projects are completed on-time, to budget, and to the satisfaction of the customer.