Ellis James Partners Limited in London is seeking a Business Manager, Senior Wealth Management Support to help keep the Senior Wealth Manager's business moving—from case progression to completion, client servicing, and paraplanning.
The role offers ownership, variety and influence across the advice process, with SJP experience advantageous, and a hybrid London work arrangement (4 days in the office during probation, then 3 days). The package shows £40,000-£47,000 plus bonus.
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Wealth Management Operations Lead (Hybrid, London) – Bonus employer: Ellis James Partners Limited
As a Technical Administrator in Financial Planning, you'll thrive in a dynamic and supportive environment that prioritises client relationships and professional growth. Our Cheltenham office fosters a collaborative culture where your contributions are valued, and we offer clear pathways for career advancement, including the opportunity to transition into a Financial Adviser role. With competitive compensation and a focus on employee development, we ensure that you have the resources and support needed to excel in your career while making a meaningful impact on our clients' financial journeys.
Contact Details:
Ellis James Partners Limited Recruitment Team