At a Glance
- Tasks: Support Financial Planners with administrative tasks and manage client relationships.
- Company: W1M Wealth Planning, a top wealth management firm in the UK.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Why this job: Join a dynamic team and help clients secure their financial futures.
- Qualifications: Experience in financial services administration and tech-savvy with wrap platforms.
The predicted salary is between 27000 - 33000 £ per year.
W1M Wealth Planning is a leading wealth management and financial planning firm serving corporate and private clients across the UK.
Established in 2010, with offices in Edinburgh and Glasgow, we provide comprehensive and straightforward financial planning services tailored to the unique needs of individuals and business owners.
Our approach focuses on managing early wealth creation, preserving wealth for retirement, and planning for future generations.
Role Description
This is a full-time hybrid role for a Client Executive based in Edinburgh or Glasgow, with flexibility for some remote work.
The Client Executive will be responsible for providing full administrative support to a team of Financial Planners and support colleagues.
Previous experience of Financial Services Administrative roles is essential.
An understanding and technical knowledge of how wrap platforms work and confidence using new platforms and websites.
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Client Executive employer: W1M Wealth & Investment Management
As a leading UK wealth management firm, we pride ourselves on fostering a collaborative and inclusive work culture that empowers our employees to make meaningful contributions. With a strong focus on professional development and a commitment to ongoing learning, our Customer Care Consultants enjoy a hybrid working environment that balances flexibility with the opportunity to engage directly with clients and colleagues. Join us to be part of a dynamic team dedicated to delivering exceptional client experiences while navigating the complexities of regulatory compliance.
Contact Details:
W1M Wealth & Investment Management Recruitment Team
