Wealth Planning Support Specialist (IFA Admin)

Wealth Planning Support Specialist (IFA Admin)

Full-Time No working from home possible
B

Brevere Group in the United Kingdom is seeking a skilled Sales Support Administrator with experience in an IFA/Wealth Management environment to deliver a first-class client service.

You will provide holistic support to a Senior Wealth Manager and Paraplanner, act as the initial point of contact for client queries, and manage administration across investment, pension, tax and protection planning. The role requires IT literacy and strong communication skills.

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Wealth Planning Support Specialist (IFA Admin) 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.

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Contact Details:

Brevere Group Recruitment Team