Wealth Management Coordinator

1 day ago


Lisburn, United Kingdom Brook Street Recruitment Full time

We are delighted to be recruiting for a Wealth Management Coordinator on behalf of a leading Financial Services firm based in Lisburn. This is a full-time and permanent position, offering a competitive salary and excellent benefits.

The successful candidate will have a strong background in Financial Planning, Pensions or Investments, with experience using financial planning software and providing exceptional customer service.

Responsibilities will include preparing client valuations, application forms and meeting documentation, as well as communicating effectively with external product providers to obtain policy specific information.

The ideal candidate will be able to work independently, manage multiple tasks, and maintain accurate records. Salary: £28,000 - £40,000 per annum.



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