Wealth Management Coordinator
3 weeks ago
Kingswood Group is looking for a talented Wealth Management Coordinator to join our team in Penn, working on a full-time, permanent basis.
The salary range for this position is approximately £32,000 - £37,000 per year, depending on experience and qualifications.
About the RoleAs a Wealth Management Coordinator, you will be responsible for producing financial planning reports, managing client documentation, and developing internal relationships. Your primary goal will be to deliver exceptional client service while maintaining accurate knowledge of company policies and procedures.
- Develop and maintain comprehensive financial planning reports for review by experienced advisers.
- Work collaboratively with colleagues to obtain necessary illustrations and supporting documents for client advice files.
- Ensure seamless client service delivery by maintaining accurate knowledge of company policies and procedures.
- Attend regular meetings with the team to discuss ongoing work and ensure consistent advice approach.
To succeed in this role, you should possess excellent communication and organizational skills, as well as experience working within Wealth and Investment management. Knowledge of Microsoft Office is also essential. We strive to create an inclusive culture where everyone feels valued and respected.
We offer a competitive package including:
- 25 days annual leave
- An extra day off for your birthday
- Cycle to work scheme
- Life Assurance
- Private healthcare
- Enhanced Maternity and Paternity pay
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