Flair for Recruitment is looking to fill a Client Support Administrator role for a growing wealth management firm. The successful candidate will join a collaborative team, providing day-to-day administrative and technical support to Financial Advisers to ensure client information is accurate and ready for reviews.
You will prepare client information for adviser meetings, obtain documentation from providers, update records, and produce packs and client correspondence.
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Wealth Management Client Support Specialist employer: Flair for Recruitment
Join a dynamic and supportive Financial Planning firm that prioritises employee growth and development. With access to a dedicated Financial Planning Academy, you'll have the opportunity to fast-track your career towards Paraplanning and Financial Planning while enjoying a collaborative work culture and regular social events. This role not only offers a blend of technical and client-facing responsibilities but also ensures a fulfilling journey in the thriving financial services sector.
