Wealth Management Assistant

Description:

We’re working with a successful wealth advisory firm looking for a Wealth Management Assistant to support its advisers and provide a first-class service to clients.

In this varied role, you’ll support with client communications, meeting preparation, financial planning reports and new business administration.

We’d love to hear from you if you have:
🔹 Experience in a Wealth Management Assistant or similar role
🔹 Strong organisational skills and attention to detail
🔹 A passion for providing excellent client service
🔹 Experience supporting high-net-worth clients