Wealth Management Administrator
Up to £23,000 + DIS, Pension + flexible working hours + study support
I am pleased to be engaged by a Chartered practice of Financial Planners with immaculate industry reputation to assist in the appointment of an additional Financial Planning Administrator to their existing team. This is a great career opportunity to join a business with exciting growth plans and a highly-regarded and well looked after Adviser Support team.
The appointee will be responsible for working in close collaboration with the Financial Advisers and Paraplanners in ensuring the firm's HNW clients receive the highest level of service. The core duties and responsibilities would involve processing new business, servicing existing business, preparing client valuations and regular client contact. Encouragement and support will be provided for those aspiring to progress into Paraplanning.
To apply you MUST have previous experience in a similar role and sound understanding of the Financial Planning products, procedures and regulations. Progress made towards the relevant industry qualifications - Diploma In Regulated Financial Planning, would be advantageous. As far as soft skills are concerned, this opportunity would suit a driven, results-orientated individual with positive outlook and team player skills.
If you are interested in applying for this position or similar roles, or indeed just require a confidential conversation about your next career move, please contact Antonia Mihaylova at Search Financial Services directly in Manchester on 835 8318, 07580 429 541 or forward your CV to firstname.lastname@example.org. If this role isn't for you, Search Financial Services offer voucher incentive for recommendations/referrals … Ask for details!!!
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.