Call: 020 8296 1799
Call: 020 8296 1799

MLP Wealth

Planning for your future

 

The programme offers a generous pay package of a basic salary up to £24,000 and potential to earn regular bonuses linked to performance, so the earning potential is also within your power.

 

We are looking for candidates with the following background and traits:

  • Degree holder
  • Experience & Interest in the financial industry
  • Ideally begun studying/holding exams towards being an IFA/or fully qualified
  • Good with excel
  • Keen to quickly work through the ranks by working hard 
  • Good communication skills: phone, face to face, and written 
  • Solution finder
  • Demonstrate initiative
  • Self-starter
  • Entrepreneurial 
  • Hold a driving license
  • Team player

 

Role includes:

  • Working closely with the administration team to help gather policy information
  • Help with projects: for example Mifid annual reviews, other client campaigns, annual portfolio rebalances
  • Help Advisers writing reports: eg. Annual review letters, client suitability report
  • General admin support
  • Speaking directly to clients and carrying out client reviews
  • Relationship building
  • Generating and converting opportunities into business
  • Paraplanning working towards IFA status

 

We are looking for bright, ambitious, self motivated, charismatic people. If you think you have something to offer and are keen to be part of our team, please submit your CV to 

 

The Address

MLP Wealth Management Ltd
36 High Street
Banstead
Surrey
SM7 2LS

shopContact

 

Get in touch

Please type your full name.
Invalid email address.
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Invalid Input
Please prove you're human

Find us

 

Complaints

If you wish to register a complaint, please write to Mr Paolo Standerwick, Complaints Handling Officer at 17 Station Road, Belmont, Sutton SM2 6BX, email or telephone 020 8296 1799.

Don't have an account yet? Register Now!

Sign in to your account

Your financial future is loading