Wealth Planning Support Specialist (Hybrid)

Isio; Croydon; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A prominent wealth management firm in Croydon is seeking a Consultant Support to provide comprehensive support to Consultants. Responsibilities include managing client relationships, processing new business, and ensuring compliance. Ideal candidates will have 2+ years in an IFA environment and strong interpersonal skills. This full-time role offers opportunities for professional development and hybrid working after initial training.

Qualifications

• 2+ year experience in an IFA environment.
• Proactive, willing to continue to develop, enthusiastic.

Responsibilities

• Build and maintain relationships with clients and providers.
• Manage individual workflow tasks.
• Process all new business and client correspondence.

Skills

Interpersonal – team working and communicating with clients

Highly organised, methodical, disciplined and meticulous

Good organisational and time management skills

Ability to prioritise and deal with pressure

Knowledge of platform providers

Knowledge of investment products

Understanding of compliance processes

Job description

A prominent wealth management firm in Croydon is seeking a Consultant Support to provide comprehensive support to Consultants. Responsibilities include managing client relationships, processing new business, and ensuring compliance. Ideal candidates will have 2+ years in an IFA environment and strong interpersonal skills. This full-time role offers opportunities for professional development and hybrid working after initial training.