At a Glance
- Tasks: Support Financial Planners with admin tasks and client documentation.
- Company: Wealth management firm focused on client success.
- Benefits: Part-time role with competitive salary and flexible hours.
- Other info: Great opportunity for career growth in finance.
- Why this job: Join a dynamic team and help clients achieve their financial goals.
- Qualifications: Strong organisational skills and attention to detail required.
The predicted salary is between 35000 - 35000 £ per year.
Provide administrative support to Financial Planners, process new business, liaise with providers, prepare client documentation, and maintain records for a wealth management firm.
Practice Manager - £35,000 A Year - Part Time employer: Burgh Recruitment
As a Practice Manager at our wealth management firm, you will thrive in a supportive and collaborative work environment that values your contributions. We offer flexible part-time hours, competitive salary, and opportunities for professional development, ensuring you can grow your career while maintaining a healthy work-life balance. Join us in a location that fosters innovation and teamwork, making it an ideal place for those seeking meaningful and rewarding employment.
We think you need these skills to ace Practice Manager - £35,000 A Year - Part Time
Administrative Support
Client Documentation Preparation
Record Maintenance
Business Processing
Liaising with Providers
Wealth Management Knowledge
Attention to Detail
