Wealth Planning Assistant
- Recruiter
- MB Fitzgerald
- Location
- South East London, London
- Salary
- £26,000 per annum
- Posted
- 01 May 2019
- Closes
- 31 May 2019
- Ref
- 1108069738
- Job role
- Accountant
- Sector
- Accounting - Public practice
A leading Wealth Management organisation with offices in Mayfair currently seek to recruit an experienced Administrator to join their Wealth Planning team.
As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of Advisers, Paraplanners and Wealth Administrators. Your role will be to provide both the Senior Paraplanner and Adviser with technical admin support on a daily basis, duties will include; speaking with clients of the business, liaising with insurers, updating online systems, working in tandem with the Paraplanner on technical matters, all sales support and low level paraplanning where required.
To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You should have two years experience as a minimum working within either a Wealth Management or IFA environment.
Candidates will ideally hold their FPC and should be working toward Diploma. You will be given full training and support to attain further exams and progression within the business will be available.
As part of the Wealth Planning team you will be working alongside Advisers who provide whole of market financial advice to HNW private clients. You will be working within a small team consisting of Advisers, Paraplanners and Wealth Administrators. Your role will be to provide both the Senior Paraplanner and Adviser with technical admin support on a daily basis, duties will include; speaking with clients of the business, liaising with insurers, updating online systems, working in tandem with the Paraplanner on technical matters, all sales support and low level paraplanning where required.
To be considered for this role you should be a confident and ambitious individual who is seeking the next step in their career by joining a leading name in the market. You should have two years experience as a minimum working within either a Wealth Management or IFA environment.
Candidates will ideally hold their FPC and should be working toward Diploma. You will be given full training and support to attain further exams and progression within the business will be available.
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