Eden Resourcing is seeking an Administration and Client Support professional to join our Holistic Wealth Management team in Cambridge. The role covers new business administration, client reviews and day-to-day queries, while ensuring compliance and smooth office operation.
You will support a Senior Consultant and Paraplanner, liaising with clients and providers, and manage room setups for meetings. Strong IT skills and proactive approach are essential.
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Wealth Management Client Support Lead employer: Eden Resourcing
Join an award-winning Wealth Management firm in London that prides itself on maintaining the highest standards of professionalism and client service. With a strong focus on employee development, you will have access to extensive training opportunities and the chance to work alongside like-minded professionals who are dedicated to delivering bespoke solutions for High Net Worth clients. The firm's collaborative culture fosters innovation and excellence, making it an ideal environment for skilled Paraplanners looking to advance their careers.
