_{01st October, 2025}

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

• Work closely with a highly experience team of advisers, paraplanners and support staff
• Delivering exceptional client service and relationship management to HNW client base
• Manage and track Client Portfolios
• Ensuring all client related tasks are completed in the appropriate time frame
• Onboard new clients and manage relationships with existing clients
• Complete day to day operational and administration duties
• Manage and update clients details on Xplan

 Skills and Experience

• 2 + years' experience in a similar role within a financial services 
• Xplan experience
• Experience with different product and platforms
• Strong communication skills and polished presentation

To express your interest in this opportunity, please forward your resume by using the "Apply Now" link below!

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