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At Source, we pride ourselves on offering an intelligent, tailored approach to recruitment.
Everyone who comes to us is looking for something, or someone, special. We work hard, right from the outset, to understand exactly what or who that is. Whether you’re an experienced professional seeking that next step up the ladder, or a people person looking for a great team fit, we’ll invest our time in making sure we get it right.
Our professionally qualified, experienced team offer a wealth of knowledge across all industry sectors, but it’s our friendly, personal approach and uncompromising standards that set us apart.
We’re on your journey with you, every step of the way.
Back to ResultsThis private bank is looking for a communicative candidate with a strong work ethic to join and provide a first class support service to their investment team.
The role will be hands on and varied, you will be involved in a wide range of responsibilities from maintaining client records to liaising with investment managers, clients and other third parties and the preparation of client reports valuations and reconciliation of accounts.
We would like to receive CV's from those with a good level of education, the ability to understand and implement relevant procedures, the capacity to research and assemble documentation, ideally some trade knowledge and most importantly enthusiasm and a thirst for learning.
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