Wealth Management Advisor salaries in Lichfield, STS

Minimum of 2 years of experience in a financial services or administrative role. Provide administrative support to financial advisors, including scheduling…

The ideal candidate will have a strong background in financial planning and a deep understanding of investment products and strategies.

Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Answer incoming calls from customers, providing product information, account opening services as well as account servicing and general support.

9 days ago

Liaise directly with customers, via phone and email, to ensure that requests are completed in a timely manner. 23 days holiday – plus Bank Holidays.

£26,000 a year

8 days ago

Managing a caseload including, sales & purchase, of equity, right to buy, shared ownership schemes and lease extensions.