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Wealth Management Specialist

3 weeks ago

Manchester, United Kingdom NJR Recruitment Full time
Opportunity Summary

NJR Recruitment invites applications for a Wealth Management Specialist position. As a member of our National Paraplanning Team, you will contribute to delivering key products and services to clients.

About the Opportunity

This role offers a dynamic work environment, with opportunities for career growth and professional development. You will work closely with consultants to deliver high-quality results and support clients with information gathering and planning.

Main Responsibilities
  • Support clients with information gathering and planning, working closely with consultants to deliver key products and services.
  • Provide technical advice and support on client requirements and wealth management planning, preparing and reviewing letters, proposals, and reports as needed.
  • Assist in the delivery of the company's products and services to clients, including cash management, tax products, and special projects.
Requirements and Qualifications

To succeed in this role, you should have:

  • A Certified Diploma in Regulated Financial Planning or equivalent qualification.
  • Strong technical knowledge of financial products and regulations, with up-to-date knowledge of relevant policies and procedures.
  • Familiarity with the Senior Managers and Certification Regime (SMCR) and certification reissue process.
Compensation Package

The estimated annual salary for this role is £42,000 - £52,000, depending on experience and qualifications. A comprehensive benefits package includes:

  • Share Incentive Plan.
  • Group Pension.
  • Life Assurance.
  • Income Protection.
  • Health Cash Plan.
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