At a Glance
- Tasks: Support Wealth Managers and clients with administrative and technical tasks in financial planning.
- Company: Dynamic financial planning practice focused on client success.
- Benefits: Competitive salary of £37,000, plus opportunities for growth and development.
- Other info: Exciting environment with potential for career advancement.
- Why this job: Join a team that values your contributions and helps clients achieve their financial goals.
- Qualifications: Strong organisational skills and a passion for finance.
The predicted salary is between 37000 - 37000 £ per year.
Provide administrative and technical support to Wealth Managers and clients in a financial planning practice. Responsibilities include system management, client relations, and business processing.
Financial Planning Support - £37,000 A Year employer: Chartered Financial Planning Practice
Join a dynamic financial planning practice that values collaboration and innovation, offering a supportive work culture where your contributions are recognised. With competitive benefits and opportunities for professional growth, this role in our vibrant office environment allows you to make a meaningful impact while developing your skills alongside experienced Wealth Managers.
Contact Details:
Chartered Financial Planning Practice Recruitment Team
We think you need these skills to ace Financial Planning Support - £37,000 A Year
Administrative Support
Technical Support
Client Relations
System Management
Business Processing
Financial Planning Knowledge
Communication Skills
