Junior Wealth Support Officer

Job Description

Looking for a head start in your career with all training provided? This is a great opportunity for a Trainee Wealth Support Officer to join a wealth management services company in Jersey. This role would suit a bright graduate/school leaver who is eager to follow a career progression programme and complete professional qualifications.

 

The role holder will provide administrative support to the Senior Wealth Support Officer to ensure that the Partner's relationships between their clients can be optimised, organise the technical task, illustrations and reports and assist with the daily operation of the office.

 

Key duties and responsibilities:

  • Research the most suitable providers and products to meet clients' needs using research tools as appropriate and as advised by the Partner
  • Obtain quotations from product providers and provide illustrations and product information to the Partner as required
  • Prepare files including: compliance required documentation; research; illustrations; supporting documentation, prior to sale

 

Candidates will have previous work experience within an office or a customer facing role preferable, be educated to A Level standard, C grade minimum with broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel).

 

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