Join a prominent financial services firm in Warwick who are dedicated to delivering tailored financial planning and investment management solutions.
With a strong reputation for personalized service and growth, we offer a dynamic work environment that balances professionalism with a friendly, close-knit culture.
The Role
Become an integral part of our wealth management team, providing essential administrative support to our seasoned financial planners and team leaders.
Posted by PBR Executive Search Limited • £40K/yr to £50K/yr
Job Description
You will oversee a varied portfolio of clients and be the key point of contact for those clients.
In some cases, you will prepare accounts yourself, in other cases you will delegate this responsibility to juniors and take a more supervisory role.
You will understand client needs and assist with proactive planning / advisory work with the support of an established team of accountants who are training towards professional qualifications.