Opportunity to join a global investment bank, as a Wrap consultant. Multiple opportunities available for an individual who thrives under pressure in a fast paced environment.

My client is looking for several wrap consultants/client service consultants to join their growing team, in a telephone based role.

Previous Wrap experience is essential.


Responsibilities include but are not limited to:
Liaising with advisers and clients regarding; insurance, superannuation, retirement and investment portfolios.
Handling inbound and outbound calls.
Working within a fast paced environment.
Resolving queries and errors using technical knowledge.
Providing support with systems to advisers.
Ensuring client deadlines and processes are completed in line with agreed timescales. Skills and Experience

Previous WRAP experience from either a boutique financial planning firm, retail bank or investment bank.
Must be able to confidently demonstrate knowledge of wrap platforms and complex financial services products.
Degree in a relevant disciplinary.
RG146 desired.
Excellent communication skills both written and verbal.
Strong problem solving skills.
Self motivated, and driven to meet KPIs. What's on offer

Join a highly reputable investment bank.
Competitive salary and remuneration.
Career progression and development supported. How to Apply
Please press apply now or call Sophia Adams on 02 8256 5000 for a confidential conversation.

1 weeks ago

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