Wealth Management Coordinator
5 days ago
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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