Orla Rose Associates is seeking a graduate in the early stages of their career to join the Professional Advisor Services team within a leading wealth management firm. The role focuses on client relationship management, diary management, and providing day-to-day administrative support to Independent Financial Advisers.
You will be organised, confident on the phone, and capable of handling multiple priorities, with direct client contact comprising about 15% of the role.
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Client Relations Executive - Wealth Management in London employer: Orla Rose Associates
Join a dynamic Operations team in London where your expertise in reconciliations and transaction reporting will be valued and nurtured. We pride ourselves on fostering a collaborative work culture that encourages professional growth, offering opportunities for skill enhancement and career advancement within the financial services sector. With a strong commitment to regulatory compliance and operational excellence, we provide a supportive environment that empowers our employees to thrive and make a meaningful impact.
