You will book/manage client annual review meetings for the Financial Advisors.
Dynamite Recruitment are proud to be partnering with a successful Wealth Management firm on the recruit of a Administrator / Coordinator to join their team.
This is a entry level role into the industry and will an excellent 'foot in the door' for the right person to get into the Financial Services industry.
I am currently recruiting on behalf of a leading accountancy and business advisory firm known for providing essential advice and innovative solutions to help businesses navigate today's evolving landscape.
Expand Your Horizons
This firm partners with some of the most ambitious, high-growth businesses in the UK, driving the economy forward with entrepreneurial spirit.
I am currently working on behalf of a top firm in London to find a number of Directors as a result of exponential growth.
Typically, it's a tough step to make if you are not already an RI and working as an experienced SM elsewhere however, this firm is flexible enough to consider those who are at this level providing it is feasible to obtain your RI Status within 18 months.
Certain portfolios have simply exploded of late including Media & Tech (Particularly FinTech), Real Estate, Travel & Hospitality and Not for Profit.