At a Glance
- Tasks: Support wealth advisers by producing reports and processing new business.
- Company: Successful London wealth management practice with a hybrid work model.
- Benefits: £40,000 salary, discretionary bonus, and strong pension provision.
- Other info: Enjoy a flexible work environment with opportunities for growth.
- Why this job: Join a dynamic team and kickstart your career in wealth planning.
- Qualifications: Strong communication skills and attention to detail required.
The predicted salary is between 40000 - 40000 £ per year.
Cranleigh Personnel is recruiting for a Technical Wealth Planning Administrator / Junior Paraplanner to support the Advisers within a successful London wealth management practice. The role is hybrid, with 2-3 days per week in the London office, offering a salary of £40,000 plus discretionary bonus and good pension provision.
You will:
- Produce suitability reports
- Prepare client correspondence and recommendation documentation
- Prepare quotations, illustrations and valuations
- Process new business
Technical Wealth Planning Admin to Paraplanner - Hybrid London employer: Cranleigh Personnel
Join a dynamic Wealth Planning Practice in North Bristol, where you'll thrive in a supportive and collaborative work culture that values organisation and proactive problem-solving. With opportunities for professional growth and a hybrid working model post-probation, this role offers a unique chance to be an integral part of a team dedicated to delivering exceptional client experiences. Enjoy a competitive salary and the satisfaction of being the trusted right-hand person to a financial adviser, ensuring smooth operations and fostering strong client relationships.
