Job Description

As a business they take pride in giving personalized and tailored advice to suit their Client's needs, and due to rapid expansion plans they now have a new opportunity for a Candidate to join their Wealth Management Team.

An exciting opportunity is available for an ambitious and talented candidate to join their expanding team. Working from an office in South Manchester, the successful candidate will be responsible for;

• The administration within the Wealth Management Team and providing support to the Paraplanners
• Receiving and acting on instructions from adviser's and paraplanners following client meetings
• Creating and producing letters, suitability reports and invoices
• Obtaining illustrations and product information from providers
• Liaising with clients and product providers on outstanding documents and queries.
• Preparation of existing client valuations / files ready for reviews
• Process of new business
• Ensuring all client files are compliant on an ongoing basis.

Schedule:

• Monday to Friday

Required Knowledge, Skills, and Abilities

To apply for the role candidates should have previous experience working for a firm of Financial Planners with knowledge of using computer based management systems including Wrap/Platforms. Those who are keen to work towards the R0 exams will be fully encouraged and financially supported.