Working within one of the largest and most successful wealth management practices in the East Midlands, you will be given the support and opportunity to progress your career in a structured and rewarding manner.
You may be an experienced administrator keen to enhance your personal skills and knowledge, or already be working in an IFA environment. Working as part of a larger team, you will be supporting Wealth Managers in delivering first class service to our client bank. The role will initially include tasks such as monitoring initial applications, analysing data received from providers and processing illustrations for the paraplanning department. Your attention to detail and technical skills will allow you to process information effectively and accurately, whilst displaying a professional attitude at all times.
The successful candidate will be given the opportunity to study towards their diploma qualification in financial planning, with full support given by the practice plus the backing of a FTSE 100 company in a structured development programme. This is an incredibly exciting opportunity for someone who is looking for a long-term, successful career within wealth management.
The main duties will be as follows:
Experience and qualities:
In addition to a generous basic package (negotiable), there are other discretionary bonuses linked to personal progression, personal performance and also overall practice performance. There is much scope for progression which would reward a candidate looking to develop their long-term financial services career.
To apply please send an up to date CV and covering letter to Tristan Gilbody (Operations Manager)
We understand that the current climate is concerning, and we are here to provide support during these challenging times.
Rhodes Wealth Management are doing everything within their capability to prevent disruption and continue to care for our client and employee wellbeing.
We will continue operating and prioritising our client's needs and will be available to provide advice and reassurance.
Our advisers are offering telephone or video appointments to help you through this difficult time.
The team are now working from home in line with government guidelines until further notice, however we remain available for contact over the phone within our normal opening hours of 9am - 5pm, Monday to Friday.