About this role
Wealth Management Executive
Poole Central | £30,000 - £35,000 + Benefits + Professional Exam Support
Are you looking to build a long-term career within Wealth Management and Financial Planning?
REED Recruitment are working with a highly respected Professional Services Firm, seeking a professional and ambitious Wealth Management Executive keen to progress.
This is an excellent opportunity for an ambitious professional with Financial Planning, IFA or Wealth Management experience, or alternatively a motivated graduate who is keen to establish a career in the industry and progress through professional qualifications.
The Opportunity
Working closely with an experienced Financial Planner, you will become a key part of the client journey, helping to deliver exceptional service to a portfolio of affluent and high-net-worth individuals.This role offers genuine long-term progression, hands-on exposure to financial planning, and full support towards relevant professional qualifications. Key Responsibilities
Supporting the Financial Planner with day-to-day client administration and planning activities.Managing client communications and maintaining exceptional levels of service.Preparing documentation and suitability information for client meetings.Liaising with providers, clients and internal stakeholders.Managing workflows and ensuring deadlines are met.Maintaining accurate records using Intelligent Office and other financial planning systems.Assisting with the delivery of financial planning recommendations and ongoing client reviews.Building strong relationships with clients and acting as a trusted point of contact. About You
We're keen to speak with individuals who:
Have experience within Financial Planning, Wealth Management, Financial Services or an IFA environment.A recent Graduate with an interest in Business Management, Accountancy, Financial Services Possess excellent communication and relationship-building skills.Are highly organised and able to manage multiple priorities.Present professionally and confidently when dealing with clients.Thrive in a fast-paced environment and can work under pressure.Are studying towards, have completed, or are interested in pursuing financial services qualifications