In order to maintain their position as a leading London based Wealth Management firm, this award winning boutique practice seeks a positive, enthusiastic and proactive individual to join their Client Services team

Based in the City of London, you will work as part of an established Client Services team who provide support to Wealth Managers covering all aspects of Financial Planning for HNW individuals. You will act as the first point of contact for clients, manage the annual review process and liaise with providers. You will make sure that all client correspondence is to the highest accuracy and that all information is managed in line with the firm's compliance policy. You will focus on Retirement Planning, Investments, Tax and Estate Planning.

The successful applicant will come from an Administrative role, ideally with exposure to the IFA market. You must possess understanding covering Pensions and Investments and have experience of dealing with business processing and administration. You will have strong IT and communications skills.

This is an excellent opportunity to join a forward thinking Financial Planning firm who are committed to professional development.

Sales Support, Pensions, Investments, IFA, Financial Planning, Wealth Management

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