Exceptional opportunity to work in a high profile, employee owned, independent wealth management company with a B Corp accreditation.
The role is to support the management team and help with a range of business development goals.
We are keen to hear from you if you meet the following criteria.
Excellent IT skills; highly competent in MS365, able to ping around a spreadsheet with ease, putting together presentations and assisting with integration of new software within our business.
Strong communication skills; able to write concisely, produce client-facing documents that can explain complex ideas.
Great with people. Able to build excellent relationships with our team and our clients.
Enthusiastic approach; Willing to follow a strict process when required but be focused on helping to drive improvements and innovation in systems.
Planning to stay. We have a strong team of 20 lovely people and low staff turnover, looking for a joint long-term commitment not a fling…..
Also; Smart, quick learner, highly organised and methodical with excellent attention to detail.
What we offer
- Excellent benefit package, fully funded training as needed, great working environment in a Victorian building in Newport Civic Centre, close to rail and bus station.
- Salary will reflect experience, the role has great scope for progression.
- Potential for profit share after a qualifying period.
NB: We do not work with recruitment agencies.
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Contact Details:
Heron House Financial Management Ltd Recruitment Team
