Job Description FindCore are thrilled to be assisting an established, award-winning financial planning business with the recruitment of a Wealth Management Administrator. Permanent, full-time position based near Wetherby, West Yorkshire. This is a fully office-based role supporting Financial Planners and their clients across a broad range of financial planning products. Fully Negotiable depending on experience + discretionary bonus + excellent benefits Provide administrative support to Financial Planners across a range of financial products. Track investments and support the implementation of financial plans. Maintain a high standard of client service throughout the financial planning process. At least 2 years’ experience within wealth management or financial planning. Confident using Microsoft Office and learning new financial services systems. Discretionary bonus scheme. ~ Training and exam support for career progression. ~27 days’ annual leave, increasing with service, plus bank holidays. ~ Additional day off for your birthday. ~ Generous group pension scheme. ~ Private health and mental health support. ~ Excellent long-term career development within financial planning.
Data Entry Admin Apprentice in Wetherby employer: FindCore
FindCore is an exceptional employer that fosters a dynamic and supportive work culture, perfect for those looking to thrive in the financial services sector. With a focus on employee growth and development, staff enjoy uncapped commission opportunities and a comprehensive benefits package, all while working in the vibrant city of Birmingham. Join us to make a meaningful impact by helping customers navigate their tax rebate claims and enjoy a rewarding career path.
