Robertson Baxter Wealth Management in Huddersfield is seeking a Client Support Executive to join our Client Services team on a full-time, permanent basis. The role supports Financial Planners and Paraplanners to deliver exceptional client service across onboarding, administration and ongoing servicing.
In this fast-paced environment you will manage meetings, prepare documents, handle client communications and ensure accurate records.
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Wealth Management Client Support Specialist employer: Benchmark Capital Limited
As a PMO Finance Analyst at our Horsham location, you will thrive in a dynamic work culture that values collaboration and innovation. We offer competitive benefits, opportunities for professional growth, and a commitment to continuous improvement, ensuring that you can develop your skills while making a meaningful impact on strategic investment decisions. Join us to be part of a team that not only values your financial expertise but also fosters an environment where your insights drive real change.
