Wealth Management Specialist

1 day ago


Staffordshire, United Kingdom Recruit UK | Certified B Corp™ Full time
Job Overview

This is a pivotal role for a Wealth Management Specialist, where you will bridge the gap between senior advisers and technical planning support teams.

The successful candidate will be key in smooth running and efficiency of the company, including technical paraplanning, team management, and support to the Financial Planning team.

A CF30 qualification or willingness to become qualified is ideal for this role.



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