Financial Assistant
6 days ago
Working:
Yes – 4-days office, 1-day WFH
Package:
£27-30k base DOE + annual bonus & full company benefits
Holidays: 25 days holiday + stats
Working Hours:
Full-time – 37.
The Role:
A hybrid role working across wealth administration support and basic research/suitability report writing that is geared around supporting multiple high performing financial advisers, working in HNW circles from a technical admin support perspective.
Database management with client business development and marketing materialsParaplanning and suitability report compilation – ISA transfers, lump sum investments etc
The Person:
Will ideally come from an IFA/wealth management background and have exposure to supporting IFA's/financial planners across the transaction of private wealth focused financial advice:
~Exposure to private wealth investments, pensions and protection casework
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