At a Glance
- Tasks: Support financial planning processes and provide top-notch client service.
- Company: Boutique wealth management firm with a close-knit team atmosphere.
- Benefits: Competitive salary, hybrid working, and a supportive work environment.
- Other info: Opportunity for growth in a collaborative and high-responsibility role.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services and strong administrative skills.
The predicted salary is between 30000 - 45000 £ per year.
£30,000 – £45,000 Basic Salary (Depending on Experience) Boutique Wealth Management Firm | Close-Knit Team | Hybrid Working | High-Responsibility Support Role An excellent opportunity has arisen for a Financial Planning Administrator / Client Support Associate to join a boutique and highly personalised wealth management firm based in Central London.
Founded in 2013, the business has built a strong reputation for delivering high-quality, client-focused financial planning advice within a close-knit and collaborative team environment.
The firm is led by an experienced Director and consists of a small team including another Adviser, an Office Manager and an Administrator.
This is a fantastic opportunity for an experienced financial services professional who enjoys taking ownership, working closely with advisers, and providing high-quality administrative and client support across the full financial planning process.
The firm is particularly interested in individuals with experience in a structured, high-volume financial planning environment who are confident handling a wide range of administrative and client servicing responsibilities.
The Opportunity This is a varied and hands-on support role where you will work closely with advisers and the wider team to ensure the smooth delivery of financial planning services to clients.
You will be given significant...
