At a Glance
- Tasks: Support pensions, investments, and protection processes while managing client information.
- Company: HGH Wealth Management Ltd, a leading independent financial adviser in York.
- Benefits: Gain valuable experience in finance with opportunities for growth and development.
- Other info: Perfect for those looking to kickstart their career in wealth management.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Organised, detail-oriented, and ready to learn about financial administration.
The predicted salary is between 49500 - 60500 £ per year.
HGH Wealth Management Ltd – Independent Financial Advisers, York and North Yorkshire, seeks an organised admin professional to support pensions, investments and protection processes. You will manage LOAs, gather information from providers and prepare client review packs. You will liaise with clients, advisers and paraplanners, maintain accurate records, conduct KYC/AML checks and ensure FCA-compliant administration.
Wealth Planning Admin - Study Support & Growth employer: HGH Wealth Management Ltd - Independent Financial Advisers
HGH Wealth Management Ltd is an exceptional employer located in the heart of York, offering a supportive work culture that prioritises employee growth and development. With a focus on professional training and a commitment to compliance, you will thrive in an environment that values your contributions while providing meaningful opportunities to advance your career in financial services.
Contact Details:
HGH Wealth Management Ltd - Independent Financial Advisers Recruitment Team
