Description:
Interested in a valuable career path within wealth management or perhaps you're looking for that next step?
This wealth management practice is seeking their next Administrator / Trainee Paraplanner to support the team. You'll join a close-knit team assisting clients with their financial affairs, including Estate Planning, Financial Planning, Investment Advice, and more.
This role involves liaising with clients and arranging meetings via phone and email. Additionally, you'll support the team with data entry, annual review letters, information gathering, and general administration.
The company is open to considering a more senior individual with experience in paraplanning / wealth management, and the role can be adjusted accordingly.
This is an excellent opportunity for someone wanting to enter wealth management or an experienced individual seeking a company to grow their career with.
For more information, please contact the Integro Partners team.
Disclaimer
Integro Partners Ltd operates as an employment agency and employment business. No terminology in this advert is intended to discriminate on the grounds of age or experience. We accept applications from persons of any age or experience for this role.
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