Desk Assistant - Leading Wealth Management Firm

The Company

My client is a large, well-established stock broker whose strong market presence has seen them continue to expand their adviser team. This company offer an excellent work / life balance, with staff regularly leaving the office at 5pm, a respectful culture and first-class training which will allow you to push your career towards senior DA and even advising roles.

Due to the recent acquisition of new adviser team, they currently seek a talented Desk Assistant to support 4 senior advisers in what is a critical role within the business.

The Role

• Provide support to 4 advisers and perform account maintenance, trade settlement and portfolio reporting.
• Liaise with the market to place trades and obtain stock quotes.
• Establish and maintain client accounts and produce portfolio updates.
• Attend client functions as you act as a key point of contact for the business.
• Liaise extensively with clients and provide them with comprehensive investment information.
• Develop marketing materials to build a portfolio of new clients.

The Candidate

Candidates with previous Dealers Assistant, adviser support (from either a stockbroking or financial planning background) or investment operations experience will be highly regarded. In addition, top tier candidates will also possess:

• RG146.
• A mature, professional attitude, with an ability to self-manage.
• The confidence to adapt to a fast paced and demanding environment.
• Superior time management and a strong client focus.
• Strong teamwork skills.

To be considered, please apply ASAP and I will provide feedback on your application as soon as possible.

Julian Soames
Senior Consultant - Banking and Financial Services