Job Description
Are you an accomplished Wealth Management professional with extensive technical skills? This bespoke life and financial planning firm is looking for technical specialist to provide research and direct involvement in client meetings.
(This role is mostly remote but you will visit the office a couple of times a month)
The role will include:
* Attend client meetings alongside Financial Planners to provide technical support.
* Assist in preparing for client meetings.
* Provide comprehensive support for Financial Planners.
* Ensure adherence to all regulatory and compliance standards.
* Liaise with product providers and other relevant third parties.
* Manage and follow through on client requirements to ensure successful outcomes.
* Oversee and monitor client annual reviews on behalf of Financial Planners.
* Assist with client presentations and other activities as required.
* Manage individual workflow and task delivery effectively.
You must Diploma qualified in financial planning, have experience in a Wealth Management, you will have strong knowledge of financial planning products and services and experience working with DFMs.
This role is with an excellent firm that offers genuine care to their employee’s wellbeing, the role is based remotely but visiting the Buckinghamshire office a few times a month, so you will live relatively locally.
This is an excellent opportunity to further your career and skills within a highly professional environment. You will be rewarded with an excellent remuneration package designed to retain and reward excellence.
By applying for this role, you agree that we will hold and process your details in line with our Privacy Policy. Our Privacy Policy and information about how we use data can be found on our website