Job Description
Who we’re looking for
An experienced Wealth Planning Client Support Executive to provide initiative-taking and efficient administration support to our Wealth Planners and Paraplanners. The Wealth Planning Client Support role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners, ensuring that all new business documentation is accurate and processed in line with agreed service standards, as well as customer service excellence for new and existing clients.
An experienced Wealth Planning Client Support Executive to provide initiative-taking and efficient administration support to our Wealth Planners and Paraplanners. The Wealth Planning Client Support role is key in providing full administrative support directly to new and existing clients, aligned to Wealth Planners and Para-Planners, ensuring that all new business documentation is accurate and processed in line with agreed service standards, as well as customer service excellence for new and existing clients.
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Planning Client Support Executive position is now open for candidates interested in the Health Jobs sector. This role in London offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Health Jobs is a plus.
