Partners Wealth Management is seeking an experienced Client Support Associate to assist advisers in delivering a high-quality, compliant service to clients via telephone and administrative support. You will coordinate between advisers, providers, and clients to ensure a smooth advice journey and a positive client and partner experience throughout the process.
If successful, you will be formally employed by Partners Wealth Management, reinforcing a hands-on role in supporting advisory workflows
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Wealth Management Client Liaison & Admin employer: Seven Investment Management
Seven Investment Management is an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of the UK. Employees benefit from comprehensive professional development opportunities, competitive remuneration, and a supportive environment that prioritises work-life balance, making it an ideal place for those looking to grow their careers in investment management.
Contact Details:
Seven Investment Management Recruitment Team
