About

Our client is an innovative private wealth management firm at the leading-edge of the financial planning industry. A fast-growing firm, they specialise in working with professionals and business owners. They help their clients to visualize their financial future, plan to achieve their lifestyle goals and manage their assets to minimise tax, create, protect, and preserve wealth. They provide a comprehensive, wealth management service, which is tailored to individual requirements. Amongst many other products and services, these solutions can include lifestyle financial planning and wealth management, investment strategy, tax planning, estate preservation, and specialist pension services.With a significant client base and over £200 million of funds under management, their long-term working relationships are testament to the service and advice that they provide. As a firm, they believe in serving their clients at the highest professional and ethical standards, and are proud of their 99.9% client-retention rate. As a Chartered Financial Planning Firm, fewer than 5% of firms in the UK have advisors with the high-level qualifications held by those with our client.Reporting to The Business ManagerOur client is proud to be an employer that supports employees throughout their journey with them, helping to shape their career.They are looking for a bright, conscientious individual to join the client relationship & administration team. As a new member of the team, you will receive training with support from experienced mentors and access to digital tools. The role is extremely varied and will provide lots of opportunities to develop new skills in a friendly firm which has a culture underpinned by continuous learning and improvement. The core responsibilities of the role are to develop long term relationships with the firms’ clients and to support the financial advisers and paraplanners with client servicing an