Private Wealth Client Experience Specialist in North Shields

Private Wealth Client Experience Specialist in North Shields

North Shields Full-Time On-site
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Foster Denovo is seeking an experienced Private Wealth Admin Assistant to support one of our partners and the Private Wealth team. You will help process client documentation, prepare meetings, gather information from providers and produce client packs with high attention to detail.

You will liaise with partners, paraplanners and advisers to ensure timely updates, compliance and a seamless client experience.

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Private Wealth Client Experience Specialist in North Shields employer: Foster Denovo

Foster Denovo is an exceptional employer that prioritises employee development and well-being, offering a supportive environment where you can thrive as a Client Experience Administrator. With a strong commitment to career progression, including pathways to becoming an adviser, and a comprehensive benefits package that includes generous holiday allowances and financial support, you will find meaningful opportunities for growth in our collaborative culture. Our platinum investors in people accreditation reflects our dedication to nurturing talent and ensuring a rewarding experience for all employees.

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Contact Details:

Foster Denovo Recruitment Team