Wealth Management Support Professional

3 weeks ago


Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time
At Financial Divisions, we're seeking a skilled and experienced Paraplanner to join our team as a Wealth Management Support Professional. In this role, you'll provide critical support to our advisors in delivering high-quality financial planning services to our clients.

Job Description
As a Wealth Management Support Professional, your primary responsibility will be to assist our advisors in providing exceptional client service. This includes:
• Reporting on portfolio performance and analysing market offerings, services and products
• Administering and actioning advice given by the advisor
• Liaising with clients regarding technical replies and end-of-tax-year queries
• Updating templates and developing client-facing materials

Salary
The successful candidate will receive a competitive salary of £45,000-£65,000, depending on experience, plus benefits and opportunities for further learning and development.

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