Client Manager - Wealth Management
City of Leicester
My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to…
Partners Wealth Management is seeking an experienced Client Support Associate to assist advisers in delivering a high-quality, compliant service to clients via telephone and administrative support. You will coordinate between advisers, providers, and clients to ensure a smooth advice journey and a positive client and partner experience throughout the process.
If successful, you will be formally employed by Partners Wealth Management, reinforcing a hands-on role in supporting advisory workflows
#J-18808-Ljbffr
Full job description from WhatJobs. Apply for this role →
City of Leicester
My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to…
Leicester, City of Leicester
Client Manager (wealth Management Administrator) Leicestershire (our ref AL1429) Salary £28,000 - £33,000 dep on exp + benefits inc parking and…
Explore: Specialist jobs in London
Worked with Verifera as a candidate or employer? Your honest review helps the next person trust verified hiring.