Committed to the professional development and wellbeing of our people
Continually striving for how we can develop as individuals and as a business. Enabling our people to thrive and achieve their personal and professional goals and qualifications.
From our junior trainees to more senior members of staff, we offer in-house training as well as funded accredited courses and we fully support staff with their studies.
This benefits both our company and our team and ensures that our team are motivated and offered progressive career paths.
Creating an environment where people feel empowered, respected and valued is important to us. Our team enjoy competitive salaries, longevity rewards, team-building activity days and social events.
The successful applicants will have a proven background within financial services, ideally in a wealth management setting. You will be part of the financial planning team and receive an extensive benefits package including Pension, BUPA, Denplan, income protection, company bonus scheme, longevity awards and opportunity to buy/sell holiday – this list is not exhaustive. Please note that we do not have UK sponsorship for any roles advertised.
To provide administrative support to the Directors, Financial Planners (FPs) and Client Relationship Managers (CRMs) of MM Wealth. To be a team player within the Client Experience Team.
Salary offered depends on experience. We are looking for someone with the CII R01 qualification or willingness to complete within an agreed timescale. Ideally the candidate will have financial services experience.
We offer a very competitive benefits package. If you wish to find out more about this role, please contact us on 01223 233331 and ask for Sarah Johnson, Executive PA.
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Meet some of
our team
As independent financial advisers our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
