At a Glance
- Tasks: Manage day-to-day client administration and collaborate with financial planners.
- Company: Thrive by Chorni Ltd is a respected Wealth Planning business in Alderley Edge.
- Benefits: Strong attention to detail and experience in a Financial Advisory Firm are essential.
- Other info: Familiarity with SharePoint and Curo is beneficial.
- Why this job: Join a reputable firm and play a key role in client support.
- Qualifications: Experience in a Financial Advisory Firm is required.
The predicted salary is between 30000 - 40000 £ per year.
Thrive by Chorni Ltd is seeking an Advisor Client Support to join their respected Wealth Planning business located in Alderley Edge, England. In this role, you will manage day-to-day administration for clients while closely collaborating with financial planners.
Key tasks involve:
- Adhering to company processes
- Maintaining accurate records in systems like SharePoint and Curo
- Handling new business processing
Strong attention to detail and experience in a Financial Advisory Firm are essential.
Wealth Planning Advisor — Client Support & Admin in London employer: Thrive by Chorni Ltd
Thrive by Chorni Ltd offers a dynamic environment in Alderley Edge, focusing on wealth planning. The team values precision and collaboration, ensuring clients receive top-notch service. Join a respected firm that prioritises client relationships and professional growth.
We think you need these skills to ace Wealth Planning Advisor — Client Support & Admin in London
Client Support
Administration
Attention to Detail
Financial Planning
Record Keeping
SharePoint
Curo
