Location
Wirral
Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref89503
Recruiter Managing This Role
Were looking for a technically strong mid-level support professional to join a smaller, dynamic wealth management business. This role provides direct support to David and Shane across a mixed client base of several hundred, primarily long-standing referrals.
What youll be doing:
1. Supporting advisers directly (1:1 or 1:2).
2. Managing and maintaining client information and back-office systems (IO).
3. Assisting with pensions and life & pensions administration.
4. Contributing ideas and working collaboratively in a smaller business environment.
About you:
5. 45 years experience in financial services; pensions knowledge essential.
6. Technical understanding; able to use IO efficiently.
7. Dynamic, ambitious, and adaptable; open to working in a smaller business