Administrator - Wealth Management

Interested in a valuable career path within wealth management or perhaps you\’re looking for that next step?

The information below covers the role requirements, expected candidate experience, and accompanying qualifications.

This particular wealth management practice is looking for their next Administrator / Trainee Paraplanner to support the team. You\’ll be joining a close knit team that helps their clients with their financial affairs. They assist clients with Estate Planning, Financial Planning, Investment Advice and much more.

This role will involve liaising with clients and arranging meetings with your team, both via the phone and email. You\’ll also be supporting the team with data entry, annual review letters, information gathering and general administration.

The company will also consider a more senior individual who already has experience within paraplanning / wealth management and the role can be adjusted as such.

This is an excellent opportunity for an individual wanting to get into wealth management or an experienced individual that\’s looking for a better company to grow their career with.

For more information, please contact the Integro Partners team.

Disclaimer Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience, and we confirm that we are happy to accept applications from persons of any age or experience for this role