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Posted about 1 month ago

Take the next step in your career with an expanding wealth management business which strives to build a diverse, fulfilling and inclusive workplace.

This is a hands-on, supportive role within a small team of dedicated professionals, where you will be supported and encouraged to achieve your career ambitions. You will also have the opportunity to engage with the company’s wellbeing programme.

If you have previous client support experience, a proactive attitude, a drive for accuracy and a passion for excellent client service, this would be the perfect opportunity for you.

Responsibilities will include:

  • Providing support to Directors with the management of client relationships 

  • Assisting with account openings and onboarding new clients 

  • Preparing client presentations, reports and annual reviews 

  • Providing portfolio management support, including trading, payments and FX 

Experience and skills required:

  • Either hold or currently studying towards a level 4 investment qualification 

  • An interest in financial markets and portfolio management services 

  • Ambition to progress and development 

  • Ability to work independently, using own initiative  

  • Previous experience in a client support role 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.