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Posted 8 days ago

Work within an international workforce where the entire business model is based on trust and integrity, and you will strive to uphold the highest levels of their values whilst being provided with rewarding career opportunities.

In this client-facing role, you will provide a quality and efficient support service to an assigned portfolio of high net worth accounts.

This is a fantastic opportunity to join a company which encourages and helps their employees to develop to their full potential, achieve their ambitions and celebrate their success.

Responsibilities will include:

  • Liaising with relationship managers​ regarding client account requests and collecting client due diligence

  • Accurately maintaining client information​

  • Acting as first point of contact for incoming correspondence and interacting with clients to ensure an optimal service if being delivered​

  • Preparing correspondence ​

  • Assisting in the development of account plans ​

Experience and skills required:

  • Ideally completed Regulatory Financial Advisors exams​

  • Minimum 3 years’ experience in a wealth management business​

  • Experience in a client-facing environment and commitment to excellent customer service​

  • Strong written and verbal communication skills​

  • ​Excellent organisational skills

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.