Wealth Management Assistant

16 hours ago


County Antrim, United Kingdom Brook Street UK Full time £30,000 - £35,000
Role Overview:
As a Paraplanner, you will play a vital role in the success of our client's wealth management firm. Your primary responsibility will be to ensure clients receive exceptional service and tailored solutions that meet their specific needs. To achieve this, you will work closely with Financial Advisors and Directors to provide administrative and technical support.

About the Position:
This is an excellent opportunity for a skilled professional to join a dynamic team and contribute to business growth. Our client values individuals who are passionate about delivering high-quality results and committed to ongoing learning and development. As a Paraplanner, you will have the chance to develop your skills and advance your career in the financial services sector.

Key Responsibilities:
* Build strong relationships with clients and attend meetings as required
* Provide administrative and technical support to Financial Advisors and Directors
* Contribute to company strategy and objectives by maximising business development opportunities

Benefits:
The successful candidate will receive a competitive salary range of £30,000-£35,000 depending on experience. Our client also offers exam and mentor support to help you progress to a Financial Adviser role. With a hybrid working model, you can enjoy flexibility and work-life balance.

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