At a Glance
- Tasks: Support advisers and clients in the financial planning process with excellent service delivery.
- Company: Broughton Group, a growing wealth management firm in Leicester.
- Benefits: Competitive salary, supportive team culture, and career progression opportunities.
- Other info: Perfect for those looking to kickstart their career in financial services.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Strong organisational skills, CRM proficiency, and effective communication.
The predicted salary is between 25000 - 32000 £ per year.
Broughton Group is seeking an experienced Financial Services Administrator in Leicester to join their growing wealth management firm. The successful candidate will support advisers and clients through the financial planning process, ensuring excellent service delivery and client documentation management.
The role requires strong organisational skills, proficiency in CRM systems, and effective communication.
Offered is a competitive salary, a supportive team culture, and opportunities for career progression.
Paraplanner Trainee – Wealth Management Admin & Research employer: Broughton Group
Broughton Group is an excellent employer, offering a dynamic work environment in Leicester where you can thrive as a Paraplanner Trainee. With a strong emphasis on employee development, a supportive team culture, and a commitment to delivering exceptional client service, you'll find ample opportunities for growth and advancement in your career within the wealth management sector.
