Join a growing, ambitious wealth management firm where you'll play a key role in the client review process and help deliver outstanding financial planning support.

What you'll be doing:

• Managing annual client reviews from start to finish
• Producing investment performance reports and cashflow models (Voyant)
• Supporting advisers with client servicing and ad hoc requests
• Keeping client records and CRM systems up to date
• Working closely with a collaborative and high-performing team

What we're looking for:

• Previous experience within an IFA firm
• Strong organisational skills and exceptional attention to detail
• A positive, proactive attitude and willingness to learn
• Ability to manage multiple priorities effectively

Why join?

• Quarterly bonus scheme worth up to £11,000 per year
• Private medical insurance & travel insurance
• Gym membership
• Exam support (£600 annual allowance)
• Pension contribution
• Hybrid working after probation (2 days from home)
• Clear opportunity to develop your financial planning career within a successful and supportive business
• About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.