Mortgage and wealth management - Client support manager

Redbourne Wealth Management
08 Jan 2019
21 Feb 2019
Contract Type
Full Time

Our award winning team of IFAs are looking to expand their team with the growth of their existing office in Stratford-upon-Avon. We are a forward thinking modern IFA business, advising a wide range of high net worth clients on all aspects of finance, investment, pensions and tax planning.

We are seeking an enthusiastic, professional, ambitious individual to join our existing team to support all aspects of our growing office, with a focus on mortgage processing, wealth management support and client liaison. The role allows a high degree of autonomy, control and input into working practices, so will appeal to a self driven and highly motivated and confident individual.

Given the nature of the role experience in an IFA firm, or similar, would be an adeded advantage.

Benefits include working in central Stratford, support with CII professional qualifications, flexible working, pension scheme, death in service, and competitive salary. The work involves being based within an accountancy office and with other professional introducers so strong networking skills are essential. We utilise a number of the leading IT systems for research, processing, investment management and client portals, with full training provided. This allows us to operate a paperless office.

Redbourne Wealth Management was established in 2008 and has been recognised as one of the leading IFAs in the West Midlands. We focus on a small numbers of high net worth clients, working with their other professional connections in managing their finances and support this with our award winning investment management process.