Brevere Group in City of London is seeking a proactive Sales Support Administrator to provide holistic support to a Senior Wealth Manager and Paraplanner. You will be the first point of contact for client queries and liaise with product providers to ensure efficient service.
The role covers Investment, Pension, Tax and Protection planning; you will manage administration and review processes and work both independently and as part of a team, with progress toward professional qualifications
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Wealth Planning Admin: Holistic IFA Support & Growth 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.
