This is an opportunity to join one of the most recognisable wealth management practices in the Midlands. We have a track record of developing people in a structured and rewarding manner, delivering long-term career progression.
You may be an experienced administrator keen to enhance your personal skills and knowledge, or already be working in an IFA environment. You will already be on your pathway to Level 4 Diploma qualification as this is a pre-requisite for the role.
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 full support by the Practice plus the backing of a FTSE 100 company in a structured development programme to achieve their Diploma qualification. 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 (Managing Director)