Financial Planning Support Specialist

3 weeks ago


Wakefield, Wakefield, United Kingdom Fortem People Limited Full time £35,000
Position Overview

We are seeking a dedicated Self-Employed Financial Planning Support Specialist to collaborate with our esteemed Wealth Management partner.

Key Responsibilities
  • Assist the Practice in providing insightful guidance to clients regarding their financial strategies and plans.
  • Organize and manage technical tasks, including detailed illustrations and comprehensive reports.
  • Support the team in delivering exceptional service to clients, ensuring their financial needs are met effectively.
Work Environment

This role offers the flexibility of Remote or Hybrid Working, allowing you to balance your professional and personal commitments.

About Fortem People Limited

Join a dynamic team that values expertise and client satisfaction in the financial sector.



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