Financial Planning Professional

3 days ago


Sutton Coldfield, Birmingham, United Kingdom Recruit UK Ltd. Full time
About the Role:

This is an exciting opportunity to join a well-established financial planning firm in Sutton Coldfield as a Financial Planning Professional. In this role, you will be responsible for updating the CRM system, processing new business, diary management, collating meeting packs, and providing general administration support. If you have experience in wealth management and excellent written and verbal communication skills, we would like to hear from you.

The ideal candidate will have several years of experience in wealth management and excellent written and verbal communication skills. You must be able to work independently and as part of a team, with attention to detail and the ability to prioritize tasks effectively. Benefits of this role include flexible home and office working, exam support toward Level 4 Diploma, pension contribution, 4 x Death in Service, parking nearby the office, lovely offices and location, brilliant working environment, great culture, and career professional development. The estimated salary for this position is £28,000 - £38,000 (negotiable).

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