Wealth Management Support Specialist
22 hours ago
£30,000 to £40,000 per annum + Bonus + Private Medical + Pension + 23 Holiday Days + Training + Study Support
About the PositionThis role involves providing critical support to our financial advisors, with a focus on delivering exceptional results.
You will work closely with our team to ensure seamless execution of tasks, including:
- Providing paraplanning support
- Report writing and research
- Presentation preparation
- Consulting with product providers
- Ensuring compliance standards
To be considered for this role, you must possess:
- RO4 qualification or part-qualification
- Practical experience in wealth management
- CII Financial Planning Diploma
We are looking for a skilled professional who can work effectively in a fast-paced environment and deliver high-quality results.
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