Looking to kickstart your career in wealth support and financial advice?

Our bespoke wealth management client is offering a new position within their Support team.

The purpose of the role is to provide administrative and marketing support to the team, ensuring that Partner’s relationships between their clients can be optimised.

Some responsibilities include:

• Research the most suitable providers and products to meet clients’ needs
• Obtain quotations from product providers
• Prepare files (such as KYC documentation, research, illustrations etc.)
• Process applications accurately
• Maintain accurate client information
• Prepare portfolio valuations

If you are looking to pursue a career as a Financial Advisor, the company will support you in your studies; alternatively, if this is not the path you wish to take, there is diversity with regard to opportunities available in this role!

Interested to find out more about this role? Get in touch today!