Wealth Management Associate
2 days ago
Firm Overview: Our Client is a highly regarded National Firm of Independent Financial Planners based in the Macclesfield area.
About the Role:
We are seeking an experienced Financial Planning Administrator to join our dynamic team.
Your Key Responsibilities:
- Providing administrative support to our Financial Planning team.
- Assisting with the preparation of financial plans for clients.
- Managing client data and maintaining accurate records.
Requirements:
To be successful in this role, you will need:
- A strong background in finance or administration.
- Excellent communication and organisational skills.
- The ability to work accurately and efficiently under pressure.
Location: Macclesfield.
Salary: Estimated at £28,000 - £31,000 per annum.
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