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Operations Support – Wealth Management

Job Specification

Financial Services


My client are a successful Wealth Management firm based in London. They are looking for an individual to come and join the business to support practice and office management in day-to-day tasks.

Core responsibilities:

  • Phone Duties
  • Distributing Post
  • Monitoring Team inbox
  • Updating Salesforce
  • Ordering Stationery
  • Office Maintenance

Additional responsibilities:

  • Event organisation
  • Marketing Support
  • Information Requests


  • Act promptly, focusing on the results.
  • Paying attention to details and accuracy.
  • Communicate in a friendly, professional, and concise manner. With the receiver in mind.
  • Make the office environment welcoming.
  • Seeing and owning your contribution and understanding the importance of your duties in achieving the company’s targets.

Updating Salesforce:

  • Update Salesforce for each client call in the client record & create a task for the recipient.
  • Update client data following the SJP compliance requirements.
  • Update Opportunities following information receipt and create a notification task for the recipient.

Marketing Support:

  • Produce mailmerge for marketing campaigns.
  • Order necessary marketing materials.
  • Update Salesforce Campaigns and client journey records if applicable.


Please apply for more information on the firm and opportunity.

Salary £25,000 - £30,000
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