Wealth Management Coordinator

5 days ago


Farnham, Surrey, United Kingdom KFS Recruitment Full time

Wealth Management Coordinator

Our client, a reputable IFA practice in Farnham, is seeking an accomplished Wealth Management Coordinator to join their team. This is a fantastic opportunity for an ambitious individual to take on new challenges, develop their skills, and contribute to the success of a well-established business.

About the Position

You will be responsible for:

  • Attending client meetings with advisers and scheduling post-meeting actions
  • Technical research and supporting the investment proposition
  • Building financial plans on Prestwood system and drafting suitability letters

What We Offer

As a Wealth Management Coordinator, you will enjoy a competitive salary, career progression opportunities, and a comprehensive benefits package, including bonuses and profit share.



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