Partners Wealth Management is an award-winning financial planning and wealth management partnership, founded to bring pure independent financial advice to meet the bespoke needs of high-net-worth individuals.
Our continuing growth means we are looking for experienced individuals to help us deliver first class technical knowledge and high levels of service to our clients, whilst also providing support to our advisers. Could this be you?
Provide support to the adviser/s for a variety of tasks and, in turn, deliver a professional, compliant, effective telephone and administration based service to our clients.
To act as liaison between the partner, provider and clients ensuring that the advice journey experience for clients and partners is both positive and efficient.
You will have the following skills and experience:
We can offer you a rewarding and fun working environment, where we will actively encourage you to develop your skills, and to become more knowledgeable in all aspects of financial planning. We positively support the taking of exams, and the spreading of knowledge through our Development Programme.
You may have experience of the following: Financial Administrator, IFA Administrator, Client Relationship Co-ordinator, Client Relationship Manager, Customer Services Manager etc.,
*No terminology in this advert is intended to discriminate on the grounds of gender, race, disability, age, sexual orientation, religion, or belief, and we confirm that we will gladly accept all applications.
For further information on how we can help you build and protect your wealth, please contact us.