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Finance Admin/ Executive
1 week ago
Have a strong passion for finance and helping others? We are looking for individuals to join our team as Wealth Strategists You will work closely with clients to understand and support their financial goals to help them grow and protect their wealth
Responsibilities:
Work closely with clients to understand and support their financial goals
Provide tailored financial strategies and recommendations
Maintain and manage client relationships with ongoing support
Coordinate meetings and follow up with clients and partners
Requirements:
No prior experience needed—training provided
Minimum A Levels or Polytechnic Diploma
Excellent communication skills and a passion for helping people
Self-driven with a positive and proactive mindset
Proactive and eager to learn
Benefits:
Flexible work schedule and hybrid opportunities
Hands-on mentorship and personal development programs
Opportunity to build strong industry connections
Supportive team culture and structured career progression
Job Types:
Full-time, Permanent and Contract
Supplemental Pay:
Commission pay
Performance bonus
Incentives
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