A very good opportunity has become available to join the wealth management arm of an Accountancy practice in the Leeds area. The position is key to the department and is to support one of the highest producing wealth planners, by building and maintaining relationships with the clients and work closely with the wider team and the paraplanning department to ensure all aspects of the support function come together to allow the Planners to spend their time seeing clients.
This role encompasses client support and administration.
In return for your experience, you can expect a very good package with a salary up to £32,000 as a guide, which is flexible for the right person along with hybrid working pattern.
Along with speaking with clients and their queries, you will deal with product providers and other stakeholders through to the processing of new business, preparing paperwork for client reviews, arrange meetings, and look for additional ways you can improve the department, client relationships and in turn develop your own experience and career.
If you have experience working in a wealth management or IFA environment, then please apply