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Wealth Management Support Associate
2 months ago
Job Title: Paraplanning Support Associate
Location: Hybrid Working
About Us:
Stonewood Wealth and Investments Limited is a leading financial services firm dedicated to providing comprehensive and personalized financial planning solutions to our clients.
Our Commitment:
We have a strong commitment to excellence and a passion for helping individuals achieve their financial goals.
Job Summary:
This is a great opportunity for an enthusiastic individual who has worked for 2+ years in a financial services role, ideally within a small or medium-sized organization.
Key Responsibilities:
- Annual review meeting preparation
- Preparing information and documents for paraplanners to produce suitability letters
- Liaising with our centralised admin team for new business and policy servicing processing
Requirements:
- Good interpersonal skills
- Team player
- Supportive of others and promoting a positive working environment and culture
- Basic IT skills (Microsoft Word, Excel, SharePoint, Teams etc)
- Commitment to continued professional development
- Ideal candidate should be working towards achieving the Level 4 Diploma in Financial Planning
What We Offer:
- Training and development to help you learn and progress in your career in financial services
- A flexible approach to hybrid working
- An excellent wellbeing offering to support your physical, mental, and financial health
- A competitive salary and a comprehensive benefits package
