You’ll play a key role in delivering an outstanding, joined‑up service to our clients, coordinating client work from start to finish
Job Summary
You’ll play a key role in delivering an outstanding, joined‑up service to our clients, coordinating client work from start to finish.
This position offers an excellent foundation for a long‑term career in wealth management, with full training and exam support towards the Diploma in Financial Planning.
You’ll benefit from flexible hybrid working, a friendly, sociable and supportive team, and a comprehensive remuneration package including company pension and private medical insurance.
Matching Summary
You’ll play a key role in delivering an outstanding, joined‑up service to our clients, coordinating client work from start to finish.
Skills & Requirements
Must-have
Client engagement
Financial advice preparation
Workload management
Administrative support
Regulatory compliance
New business processing
Nice-to-have
Client and Investment Manager expectations
DFM knowledge
Collaborative working environment
Sociable and supportive team
Key Requirements
Experience in similar role
Competence using Microsoft Office
Understanding of Financial Services administration