At a Glance
- Tasks: Be the go-to person for client queries on pensions and investments while coordinating with providers.
- Company: Modern wealth management practice in the vibrant Leeds area.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Join a forward-thinking team focused on client-focused growth.
- Why this job: Make a real difference in clients' financial journeys and develop your skills in a dynamic setting.
- Qualifications: Strong communication skills and a passion for finance are essential.
The predicted salary is between 30000 - 40000 £ per year.
Grove Talent Solutions is seeking a Financial Planning Administrator to join a modern wealth management practice in the Leeds area.
The role focuses on acting as the primary contact for client queries about pensions, investments and protection products, while coordinating with product providers.
You will handle new business processing, assist with client reviews, arrange meetings, and ensure accurate records in line with firm procedures.
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Wealth Planning Admin - Client-Focused Growth Role in Guiseley employer: Grove Talent Solutions
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