WEALTH PLANNING ASSISTANT Manchester, England
Job description
WEALTH PLANNING ASSISTANT
LOCATION: MANCHESTER
SALARY: UP TO 32,000
HOURS: 8am - 5pm MONDAY - FRIDAY
NJR Recruitment are working in Partnership with an outstanding firm of Chartered Wealth Planners who are based in beautiful offices in Central Manchester. Due to continued growth a Wealth Management Assistant is now required to provide first class and highly professional support to the team of Advisers.
To be successful in the role, candidates applying will have outstanding communication skills in order to liaise with Ultra HNW and High-Profile Clients. A high level of confidentiality is expected given the individuals you will be liaising with! In addition, you will have proven experience of the following;
· Processing new business applications
· Product knowledge of Pensions & Investments
· Preparing pre-meeting documentation
· The preparation of reports
· Information gathering ahead of the Planners Client meetings
Our Client is looking for someone who is extremely switched on. You will be hard working and dedicated, and with a strong work ethic and a passion for providing the best possible Clients service experience. Attention to detail and an extreme level of accuracy is paramount in this role. You WILL take pride in the output of your work.
The Directors of the business are very supportive, and will encourage and financially support those who are keen on progressing with industry related exams.
NJR REF 13471
Job Types: Full-time, Permanent
Salary: £28,000.00-£32,000.00 per year
Benefits:
- Company pension
- Life insurance
- Private medical insurance
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: In person
Reference ID: 13471
