Independent Wealth Management Assistant
5 days ago
Service Service Employment Agency Limited seeks a motivated and dedicated Independent Wealth Management Assistant to join our growing team.
About the PositionIn this role, you will assist our Team Leader in delivering exceptional client service and paraplanning support, leveraging your technical expertise and analytical skills to drive business success.
You will be responsible for conducting thorough research and analysis, updating client information, and collaborating with Wealth Managers to achieve outstanding results.
Main Responsibilities- Maintain accurate and up-to-date client records.
- Collaborate with Wealth Managers to develop tailored investment strategies.
- Prepare detailed reports and presentations for clients and stakeholders.
To excel in this role, you will require:
- A CII Level 4 Diploma in Financial Planning.
- Strong communication and interpersonal skills.
We offer a competitive remuneration package, including an estimated salary of £32,000 - £37,000 per annum, depending on experience.
Additionally, our employees enjoy a range of benefits, including 23 days annual leave, Bank holidays, and additional company Christmas leave.
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