Wealth Planning Assistant - Birmingham, United Kingdom - Idex
Description
An opportunity has arisen with a wealth management firm in Birmingham looking to hire a Wealth Management Assistant into their team.
You will be part of a team providing support to financial planners.Responsibilities:
- Using Xplan system and a variety of platforms
- Obtain quotes, illustrations, product information and appropriate paperwork
- Prepare annual reviews/valuations
- Process new business
- Liaise with providers
- Deal with client queries
You will have:
- Full understanding of the endtoend Financial Planning process
- Knowledge of Financial Planning products.
- Systems: Xplan, and Voyant
Benefits:
- 25 days holiday + bank holiday increases with length of service
- Pension
- PMI
- Medical cash plan
- Hybrid working
Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.
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