Paraplanning Support Specialist
4 days ago
We are seeking a highly skilled administrator to join our team, working closely with Paraplanners and Financial Advisors to deliver exceptional client service.
The successful candidate will have experience in wealth management administration, with a strong understanding of financial processes and procedures.
The role offers a competitive salary range of £28-32K per annum, commensurate with experience, and ongoing training and development opportunities.
Responsibilities:- Administrative support to the Paraplanning team, ensuring seamless communication between teams.
- Client liaison, building strong relationships and trust through excellent communication and customer service skills.
- Development of skills and knowledge in wealth management, staying up-to-date with industry trends and best practices.
Requirements:
- Experience in wealth management administration, with a strong understanding of financial processes.
- Strong communication and organisational skills, with the ability to multitask and prioritise effectively.
- A willingness to learn and develop your skills, with a passion for delivering exceptional client service.
About Us:
Our firm is committed to delivering exceptional client service and building long-term relationships with our clients. We believe in investing in our staff and providing opportunities for career growth and development.
Location:
Manchester City Centre, offering easy access to public transport links and amenities.
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