Join a high-performing private wealth team within a leading wealth management organisation. This is a fantastic opportunity to partner with a group of highly regarded Investment Advisers and provide first-class client service and operational support.
Supporting four experienced Investment Advisers, you’ll be the key point of contact for clients and play an integral role in delivering a seamless service experience. You’ll work alongside a collaborative network of Associates across the broader business, while being the sole Associate within this high-growth team. This role has a defined pathway for someone who is looking to progress into an Investment Advisor.
Key Responsibilities
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Act as the first point of contact for clients, delivering an exceptional client experience.
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Proactively anticipate adviser and client needs, ensuring all requests are actioned efficiently and with discretion.
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Manage client documentation, onboarding, and account administration with accuracy and attention to detail.
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Coordinate client meetings, reporting and follow-up tasks to support advisers in delivering personalised advice.
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Liaise with internal stakeholders to ensure timely completion of client transactions and compliance requirements.
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Background in wealth management or financial services in a client service, CSO or Associate-type role.
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Strong emotional intelligence, professionalism, and the ability to handle sensitive information with discretion.
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Confident working independently while being part of a wider network of Associates.
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Highly organised with the ability to prioritise tasks and stay calm under pressure.
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Proactive mindset with a genuine commitment to exceptional client outcomes.
This is an excellent role for someone seeking a long-term career within wealth management, with scope to grow within a market-leading business that values diversity and collaboration. You’ll gain exposure to a team of industry-respected advisers and enjoy the support of a well-established, client-centric organisation.
