A well established Wealth Management firm offering expert advice on wealth, investments, and retirement, with a focus on helping HNW clients achieve long-term financial goals.
The Role
Conducting annual portfolio reviews and valuations
End-to-end administration of client portfolios
Processing new business, including pension structures, protection benefits, and investment portfolios
Communicating effectively with clients and coordinating with major insurance companies
Supporting advisors with regulatory compliance.
The Person
BA (Hons) in Business, Finance, or related discipline.
Minimum 1-3 years’ relevant experience, preferably in a Financial Advisory firm or Life & Pensions Broker
Familiarity with AML, KYC, and compliance.
Strong attention to detail and numerical skills
Excellent communication skills, both written and verbal
Team player with a high level of energy and flexibility.
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