_{20th February, 2025}

Role

You will be responsible for supporting a team of risk advisers within a growing private wealth firm. This is a perfect opportunity for someone with strong experience in financial services who wants to join a successful and highly professional team.
  
Responsibilities

• Work closely with a highly experienced team of advisers, paraplanners and support staff
• Delivering exceptional client service and relationship management to HNW client base
• Ensuring all client related tasks are completed in the appropriate time frame
• Onboard new clients and manage relationships with existing clients
• Process and manage insurance applications accurately and efficiently
• Complete day to day operational and administration duties

• Minimum of 3 years' experience in a similar role within a financial planning business
• Strong insurance knowledge
• Strong communication skills and polished presentation