Wealth Manager salaries in Axbridge, SOM

Previous experience in financial services administration, sales or education roles (essential). Excellent presentation and sales skills.

£50,000 a year

14 days ago

Ensure all administrative tasks, including client onboarding, policy administration and document management, are completed accurately and on time.

Competitive Pension Scheme - we contribute 6%, you 3%. Completed a Level 6 qualification (e.g. via CFA, CISI, IMC). 26 days holiday plus bank holidays.

Coordinate investment workflows including subscriptions, allocations, capital calls,. Minimum 3 days per week in the office - with Wednesday and Thursday being…

Manage day-to-day press office activity, responding to media enquiries in a timely and professional manner. Professional fees paid (subject to requirement for…

9 days ago

Support the transition plan for the US curriculum, addressing compliance and delivery risks and managing the change process.