To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.
Key Responsibilities
Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
Are you looking to join an internationally recognised brand
Juice is delighted to be working with a premium Estate Agents in Bath, as they search for a part-time administrator/PA to join their professional team.
General
Do you want to work for a team that takes pride in delivering an exceptional standard of service?
Are you looking to work for a high-end property company in the heart of Bath?
To provide administration support to the Employee Benefits Consultants and assist the team with duties.
General
From their support teams, right up to management, they pride themselves on having the correct work ethos and culture needed to provide an excellent customer experience.
This is an excellent opportunity to join a well-respected and forward thinking Financial Services company, committed to providing the very best advice through a top-quality team - and they recognise that every member of their staff has a significant part to play.
Juice is delighted to be supporting a leading property management company based in Bath, in their search for a Property Administrator to join their team.
Are you looking to kickstart your career in Property?
Do you have fantastic interpersonal skills and are looking to develop your skillset in a fast-paced and dynamic environment?