Wealth Management Client Support Specialist

Wealth Management Client Support Specialist

Full-Time No working from home possible
B

Brevere Group seeks an Administration and Client Support professional to provide full administrative support to a Senior Consultant and Paraplanner in a wealth management practice serving high-net-worth clients. You will manage new business administration, client reviews and daily queries while handling first-point contact in person and by phone and overseeing office supplies and meeting-room prep.

The role requires strong knowledge of Financial Planning and Wealth Management, ideally within an

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Wealth Management Client Support Specialist employer: Brevere Group

Join an award-winning Wealth Management firm in London, where your expertise as a Senior Paraplanner will be valued and nurtured. With a strong commitment to professional development, you will work alongside like-minded professionals in a culture that prioritises excellence and bespoke client service. Enjoy the benefits of a supportive environment that encourages innovation and offers opportunities for growth within a respected team dedicated to high-net-worth clients.

B

Contact Details:

Brevere Group Recruitment Team