Junior Wealth Management Advisor

4 days ago


Doncaster, Doncaster, United Kingdom Lime Search & Select Ltd Full time
About the Role

This is an exciting opportunity to join our advisory firm as an Administrative Support Role in Financial Services. The ideal candidate will have a strong background in financial services, excellent communication skills, and a passion for delivering exceptional client service.

Responsibilities
  • Support senior financial advisors with client-related tasks, including documentation and administration.
  • Prepare and maintain accurate client records, ensuring compliance with industry regulations.
  • Contribute to the production of high-quality review packs and valuations for annual reviews.
  • Develop and maintain relationships with clients, providing exceptional support and guidance.
Salary and Benefits

The salary for this role is £35,000 - £40,000 per annum, depending on experience. In addition to a competitive salary, we offer a range of benefits, including a pension scheme, life assurance, and access to ongoing training and development opportunities.



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