Morrinson Wealth
Principal Partner Practice of St. James's Place Wealth Management
Financial Advice • Wealth Management • Tax Planning • Pension Planning • Investment Planning
51 - 200
Personal Assistant - Speculative Applications
2 days ago
🔄 Hybrid – London
Morrinson Wealth
Principal Partner Practice of St. James's Place Wealth Management
Financial Advice • Wealth Management • Tax Planning • Pension Planning • Investment Planning
51 - 200
Description
• Monitoring daily actions required to support Advisors and client services • Identify and review areas of change to ensure high-quality service
Requirements
• Experience of working within a financial services sector • Demonstrable experience of building rapport and interacting with clients effectively • A driven individual with a focus on client service and leading a high-performance culture • Experience in using either Salesforce or a CRM system • Adaptable to change management plans and advocate business initiatives • Highly skilled and organised to manage multiple case management progress channels • Strong numerical ability and ability to analyse financial data and performance metrics • Confidence and ability to influence senior stakeholders • Ability to work autonomously as well as follow directions from managers • IT technically proficient including Office 365 • Committed to advocating and encouraging an inclusive and diverse team culture • Understanding the benefits of the wellbeing agenda and promoting an open and considerate culture.
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