Wealth Management Support Specialist – Client Services in Guildford

Wealth Management Support Specialist – Client Services in Guildford

Guildford Full-Time No working from home possible
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James & Partners is seeking an experienced Financial Services Administrator to join its UK office in Guildford. The role supports advisers, client servicing, and onboarding across the UK wealth management team within a growing international group.

The successful candidate will work closely with a Guildford-based administrator, gain exposure to paraplanning or report preparation, and help maintain compliant, efficient client files and processes. Office-based four days per week.

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Wealth Management Support Specialist – Client Services in Guildford employer: James & Partners

As a leading multi-award-winning property firm, we pride ourselves on fostering a supportive and dynamic work culture that prioritises employee wellbeing and growth. With competitive salaries, generous benefits including a wellbeing allowance and flexible leave options, and the opportunity to work remotely while engaging with a vast network of estate agencies, we empower our Account Managers to thrive in their roles and make a meaningful impact in the property sector.

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Contact Details:

James & Partners Recruitment Team