About the job

We are looking for someone who is proactive and passionate to join our team to work directly with the Founder of Wealth Builders Together Ltd, Kevin Whelan who is an author, speaker and thought leader in the field of wealth. He is a consumer champion and passionate about transparent pensions and financial literacy for our kids.

If you are outstanding at what you do and would like to explore assist him directly with his wealth and IFA clients then get in touch to be considered for a rare opportunity.

The role requires

Strong knowledge or deep interest in finance and wealth. This could be from your experience as a Paraplanner, Adviser, Executive Assistant or in Customer Relations. It’s the right fit that counts not your previous role.

You need:

• Outstanding organisational and relationship skills
• Attention to detail
• Excellent written and verbal communication skills
• Commitment to first-class customer service
• Ability to multi-task
• Can do attitude
• Good team player and a safe pair of hands
• Wants to be part of leading age thinking to help people create financial independence for themselves

About Wealth Builders Together Ltd
Kevin Whelan is the Founder of WealthBuilders leading the team on a mission to help 50,000 families become financially free from uncertainty and to empower the next generation to become financially smart not entitled.

The team are passionate, driven people who operate with complete integrity and are relationship-focused. Always doing what is in the best interest of our growing members and community.

We run our company with these core values:

• Holistic
• Impartial
• Transformational
• Proactive
• Accountable
• Challenging
• Community-based

If this sounds like a mission that you would be excited to be part of, please apply for this role.

What we offer

• Salary: £45,000-£55,000
• Working Hours: Full time 9am - 5pm
• Location: Hybrid working between home and Surrey/Sussex. We are based in a rural location so own transport is essential.
• Benefits Company pension, death in service and critical illness cover, free time to explore own wealth.

How to apply

If you feel that you would be a good fit for this role, then please submit the following:

• A copy of your CV
• A cover letter explaining why you think you would be a good fit for this role.

Job Type: Full-time

Salary: £45,000.00-£55,000.00 per year

Benefits:

• Casual dress
• Company pension
• Free parking
• Life insurance
• On-site parking

Schedule:

• Day shift
• Monday to Friday

Ability to commute/relocate:

• East Grinstead, RH19 2RR: reliably commute or plan to relocate before starting work (required)

Education:

• A-Level or equivalent (preferred)

Work authorisation:

• United Kingdom (required)

Work Location: Hybrid remote in East Grinstead, RH19 2RR

Reference ID: WB EA Jan23

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