Wealth Management Assistant

1 week ago


Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full time
About the Role:

We are seeking an Entry Level Financial Planner to join our team in Bath or Cheltenham. The successful candidate will assist our clients with various administrative tasks, including processing new business, producing quotes, and preparing meeting packs. You will also be responsible for completing and processing paperwork, client liaison, and general administration duties.

The ideal candidate will have excellent communication skills, both written and verbal, and be able to work independently and as part of a team. They should also have problem-solving skills, the ability to multitask, and be proficient in diary management.

This is an excellent opportunity for individuals looking to start their career in financial planning and gain valuable experience working with a reputable company like Recruit UK Ltd. The salary for this role is around £23,000 per annum.

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