Wealth Planning Assistant
Job Description
Job title: Wealth Planning Assistant
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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Wealth Planning Assistant
Job details Posted 21 February 2024 Salary£25000.00 – £30000.00 per annum LocationNewcastle upon Tyne Job type Discipline Expiry 31 May 2024 Reference41204_1708531067
Consultant
Senior Consultant
Wealth Planning Assistant
Job description
An opportunity has arisen with a wealth management firm in Newcastle looking to hire a Wealth Management Assistant into their team!
You will be part of a team providing support to Financial Advisers.
Responsibilities:
- Using Xplan system and a variety of platforms
- Obtain quotes, illustrations, product information and appropriate paperwork
- Prepare annual reviews/valuations
- Process new business
- Liaise with providers
- Deal with client queries
You will have:
- Full understanding of the end-to-end Financial Planning process
- Knowledge of Financial Planning products.
- Systems: Xplan, and Voyant
Benefits:
- 25 days holiday + bank holiday – increases with length of service
- Pension
- PMI
- Medical cash plan
Hybrid working (once passed probation)
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Expected salary: £30000 per year
Location: Tyne and Wear
