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Permanent

Wealth Manager - Operations and Administration

MARKET TALENT
Heywood
money-bag £25000 Annual
Posted: 24 June 2026 (Today)
Closing date: 24 July 2026
Ref: 3127756544

Our client is a well-established and highly regarded independent financial planning and wealth management practice that has been helping individuals, families and businesses achieve their financial objectives for over two decades.Built on long-standing client relationships, trusted advice and exceptional service standards, the firm provides comprehensive financial planning solutions across pensions, investments, protection, tax planning, retirement planning and employee benefits. Their reputation has been established through a commitment to delivering genuinely client-focused advice and maintaining the highest professional standards.The business prides itself on creating a supportive and collaborative working environment where employees are valued, developed and encouraged to contribute to the continued success of the firm. With a loyal client base, strong referral network and ambitious growth plans, this is an excellent opportunity to join a respected financial planning practice with a genuine focus on quality over volume.The OpportunityDue to continued growth, an opportunity has arisen for an experienced Financial Planning Administrator / Client Support Associate to join the business on a flexible part-time basis.Working closely with Financial Advisers, clients, product providers and professional connections, you will play an integral role in ensuring clients receive an efficient, professional and seamless service throughout their financial planning journey.This position ..... full job details .....

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