Entry Level Wealth Management Professional
3 weeks ago
Key Responsibilities:
- Process new business
- Produce quotes
- Prepare meeting packs
- Complete and process paperwork
- Liaise with clients
- Manage diaries and perform general administration duties
Benefits:
- Competitive salary (£22,000 - £23,000)
- 25 days' holiday
- 4 times annual leave
- Private medical insurance
- 5% pension contribution
- Regular days out
- Exam support
- Opportunities for long-term career progression
Requirements:
- Strong problem-solving skills
- Excellent written and verbal communication skills
- Ability to multitask and work independently and as part of a team
- Organized and detail-oriented
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