£17,000 to £20,000 plus benefits and bonus
Graduate required by this top-quality wealth manager that provides advice to both HNW private individuals and corporate clients. Having grown their team of IFAs they now wish to add an additional support professional to deal with technical and administration duties.
You will be responsible for the processing of new business applications, servicing existing business, platform-based work, valuations, database management and regular contact directly with clients and product providers.
The ideal candidate will be a graduate in a financial orientated degree gaining exposure to financial planning, investments or pensions. The firm offers full support through the industry exams including study leave and then a clearly defined career path towards paraplanning and wealth management.
If you are interested in this position, please call Chris Johnston on 07860 939 925 or click the apply button below. You can also email your details to email@example.com.
JohnstonGreer is a recruitment agency that specialises in the Actuarial, Insurance, Mortgage, Pension and Wealth sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.