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Wealth Management Technical Support - Top 100 Advisory Firm - City, London, United Kingdom, EC1A2


Wealth Management Technical Support - Top 100 Advisory Firm

London - £28,000 + Great Package

A leading Financial Services Company who are continuing to expand are looking to recruit a highly motivated individual. Working in their sales support team, you will be joining a large company who focus on the provision of holistic, independent financial planning services.

The role will involve:

  • Providing administrative support to the team and consultants
  • Maintaining Client Records and managing New Business processes
  • Liaising with clients and third parties, developing successful and professional relationships
  • Working closely with other departments, taking on additional duties and projects as required
  • Developing your knowledge and be willing to complete sponsored qualifications/training
  • Follow all compliance processes and procedures

This is a great opportunity for someone with some technical administration experience gained within an IFA environment, looking to develop further within a company willing to invest in your continued professional development. Eager to sponsor you through professional qualifications, the company are really looking for an individual with a self-motivated approach to learning.

To apply, you must be a confident communicator with an enthusiastic yet professional style. It is preferable you are working towards your Certificate in Financial Planning or Certificate in Financial Administration.

In return they offer:

  • Full training and exam and development support
  • Fantastic working environment
  • Great career progression opportunities (promotion from within wherever possible)
  • Multi-site, National Financial Planning Firm

For more information, please contact Briony Malden