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Equiom
31/3/2025
⌛️
⚖️ Client Services
🕒 Full-Time
🟢 Entry-level
Financial Services
51-200 people

Job Description

Summary and Overview

  • Assistant Associate, Private Wealth
  • Isle of Man
  • Permanent
  • Full Time
  • Competitive Salary & Benefits

This is a great opportunity if you're looking to kick start your career in finance. We'll provide you with all the training and support you need and once you are confident in your role and have some experience under your belt we'll support you to start your studies and gain a professional qualification in either ICSA or STEP.

Your New Role

This list of duties is not exhaustive and may change from time to time according to business needs:

  • Prepare payment instructions for review
  • Draft routine correspondence and e-mails
  • Deal with clients by telephone
  • Develop a basic knowledge of our IT systems
  • Provide general office support to the Private Wealth teams such as filing, scanning, deliveries etc.
  • Develop a basic knowledge of our products and service lines
  • Develop a basic knowledge of our policies and procedures by reviewing the administration manual
  • Assist with drafting standard company minutes, trustee resolutions and updating client profiles
  • Assist with meeting cash collection targets and the billing process
  • Ensure compliance with company standards, policies and procedures

Requirements

Personal attributes which would be seen in the ideal applicant include;

  • Good interpersonal and communication skills
  • Good organisational and time management skills
  • Ability to work as part of a team as well as using own initiative
  • Willingness to learn
  • Eye for detail
  • Strong willingness to grow and learn

Experience

What will you need to succeed in this role?

As to be expected, we are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few essential skills we are looking for:

  • A strong academic record
  • Some experience of working in a client facing environment
  • Previous office experience (desirable)
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💰 Financial Services
👥 51-200 people
Show Perks

Equiom Group specialises in wealth protection and business support services, fostering an inclusive environment where diverse perspectives thrive.

🎓
Professional Qualifications
🧠
Mental Health Support
🩺
Private Healthcare
🌴
Annual Leave
🎳
Social Events
👪
Life Assurance
🏦
Matched Pension
🛡️
Critical Illness Cover
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Perks & Benefits

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Professional Qualifications

66549a324c5404d6ecd1a247_UqTVhVIZuc8Tdxn1tyhWBGNOWriNv22HNT1w1hQmHXA.png

Mental Health Support

66549a3a4c5404d6ecd1aa87_gmgDFRu9xx7tvM6hGinPHXdznP_31IvJ5JbwSZtH-4c.png

Private Healthcare

66549a3baf1ee7d2f004d461_iTR5tEWln4wrHIIku42AtE5JOQ0rZZtQt3R6ilB_z7Y.png

Annual Leave

66549a2c69e0ef5c754549c5_p_wCufC0iEKLfVmlSlvP65AWHpdGXQD-oVBZeY7rBX4.png

Social Events

66549a3aa0764abe20b8c5b8_2SWZXlhDfpbbj9Zau9RVyunNG0lLTXUmhQ0arPjnaL4.png

Life Assurance

66549a3e3d91cb5f3c507ce1_a-PilieyKtH9dPGc1i9P7bYviemOfvAsiGRJvzOQ5pQ.png

Matched Pension

66549a394057a07bd7ee1816_nwBPgcUeaI2luCvw_yS9hMuSt2K9BPeJtwBNqBRj8lc.png

Critical Illness Cover

Note: The perks and benefits displayed provide a general overview of what this employer offers. Specific details regarding each perk, including eligibility and terms, will be provided directly by the employer during the application and interview process.

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