Wealth Management Support Professional

9 hours ago


Birmingham, Birmingham, United Kingdom Ernest Gordon Recruitment Limited Full time
Wealth Management Support Professional

     Salary: £30,000 - £40,000 DOE + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study Support

Job Description

This is an exciting opportunity to join a growing wealth management business as a Support Professional. You will work closely with our financial advisers, providing administrative support, preparing reports, and conducting research.

Your key responsibilities will include:

  • Providing paraplanning support to advisors
  • Report writing, conducting research, and presentation preparation

You will also have the opportunity to learn from experienced professionals and develop your skills in pensions, ISA, trusts, mortgage protection, and investments.

To be successful in this role, you should have experience in paraplanning, client administration, and strong analytical skills.

We offer a supportive and dynamic work environment, with ongoing training and development opportunities.

Requirements
  • Working in wealth management, hold or want to complete the CII Financial Planning Diploma
  • Experience in paraplanning and client administration
  • Strong analytical skills


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