Posted by AFH Wealth Management • £25K/yr to £26K/yr
You will be expected to manage your own workload, speaking to fellow staff members as well as directly with clients and with other Wealth Managers.
The role will require you to be an integral part of the AFH Private Wealth team and will be responsible for all administrative duties as well as supporting and helping the Private Wealth Supervisor to create and develop efficiencies across the business using all tools at your disposal, including Adviser Office, XPLAN and Nexus.
A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.
We are currently seeking a dynamic Wealth Planner to join our client's team.
About the Company
We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients.
With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.