Wealth Management

Wealth Management Opportunities - Join Our Client's Growing Team!

Are you ready to grow your career in financial services? We're seeking talented individuals for two key roles within a thriving wealth management firm:

IFA Administrator:

• Your Role: Provide vital support to advisers, handling client administration, preparing reports, and ensuring compliance standards are met.
• You Are: Highly organised, detail-focused, and experienced in financial services administration.

Trainee Financial Planner:

• Your Role: Gain hands-on experience by shadowing senior planners, building client relationships, and developing your skills to become a fully-fledged adviser.
• You Are: Motivated, a natural communicator, and passionate about working towards financial qualifications.

Why Join?

• Competitive salary and benefits.
• Clear career progression with full training and development.
• Work with a dynamic, supportive team focused on your growth.

Start your journey in wealth management today - apply now!

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Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.ME14454