Wealth Adviser Support – Admin & Client Liaison in City of London

Wealth Adviser Support – Admin & Client Liaison in City of London

City of London Full-Time On-site
Financial Lifestyle Management

Financial Lifestyle Management, based in the City of London, is seeking a highly organised administrator to support multiple Financial Advisers. The role involves handling correspondence, coordinating with stakeholders, and managing client and adviser queries to ensure smooth financial planning processes.

You will work within established processes, develop strong MS Office skills, and contribute to a collaborative team.

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Wealth Adviser Support – Admin & Client Liaison in City of London employer: Financial Lifestyle Management

As a fast-paced wealth management company located in the heart of London, we pride ourselves on our client-first approach and a vibrant work culture that fosters growth and collaboration. Employees enjoy a hybrid working model, competitive benefits including private medical insurance and family-friendly perks, and opportunities for professional development within a supportive team environment. Join us to be part of a dynamic organisation where your contributions truly matter and where you can thrive both personally and professionally.

Financial Lifestyle Management

Contact Details:

Financial Lifestyle Management Recruitment Team