The role we are seeking to fill is extremely varied and rewarding. The role is also responsible for other business functions including compliance, HR, IT and marketing.If you are interested in helping us continue to excel at delivering an outstanding financial planning service to clients, we would be delighted to receive your application.
23 days holiday, plus 3 days between Christmas and New Year Birthday Bonus Day Death in Service, Workplace Pension scheme with a 9% employer contribution Wellbeing voucher £50 per month
Rural location with ample free parking
Experience of creating and implementing business processes and procedures with clients and operational efficiency in mind.Flexible in your approach and have the clients' best interests in the forefront of your mind at all times.An excellent team leader, who can inspire, coach and encourage the teamAn experienced project manager with excellent organisational skills and personal discipline.An excellent communicator.Ideally, you will have a good understanding of the financial services industry and regulatory requirements.
Based in Wiltshire, Lexington Wealth Management is an independently owned, family-run financial planning practice. We specialise in the provision of comprehensive financial advice and wealth management services to a select number of private clients.We are a high profile and award winning company and our hard work is often recognised.For example in 2019 Lexington won the prestigious David Norton Building Excellence Award.We are using a third party hiring platform to collect the applications from our advert for our role.