Wealth Management Administrator
4 days ago
Salary and Benefits: The salary for this role is estimated to be in the range of £23,000 - £28,000 per annum, plus company bonus. In addition, the successful candidate will receive private medical insurance, regular team building days, and employee discount benefits.
Job Description: As a Paraplanning Support Assistant, you will provide administrative and technical support to Paraplanners within the business. This will include supporting research and analysis to meet client needs and objectives, implementing new business, and developing internal relationships to maintain business flow and meet agreed targets.
Required Skills and Qualifications: To be successful in this role, you will need previous experience working in financial planning or wealth management, strong communication skills, and knowledge of Intelligent Office, 7IM, and Transact. A CII Level 4 Diploma in Regulated Financial Planning (or working towards) would be advantageous.
Location: The office is located just a few miles outside of Witney, and due to limited public transport, your own transport is required.
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