Wealth Management Assistant

4 days ago


East Peckham, Kent, United Kingdom enable recruitment | B Corp™ Full time
Key Responsibilities
  • Provide support to financial advisers in advice formulation and report production
  • Carry out technical research on funds and products for advisers
  • Update and manage back-office systems (X-Plan)
  • Communicate effectively with clients and providers on behalf of advisers

We offer a competitive salary of up to £44,000 dependent on experience and qualifications, as well as flexible working arrangements, exam funding, and progression opportunities.



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