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Wealth management admin: hybrid role & paraplanning pathway

High Wycombe
Financial Divisions
Wealth manager
€33,500 a year
Posted: 15 June
The role

Financial Divisions in High Wycombe is seeking an experienced Financial Administrator in Wealth Management. This role promises strong career progression and the chance to work in a supportive environment.

The ideal candidate will have previous experience in an IFA or wealth management setting, and the firm offers hybrid working after probation. Core responsibilities include processing business applications and maintaining client records, ensuring excellent service for clients.

Additional benefits include employer pension contribution and full support towards CII qualifications.

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