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Wealth Management Consultant Support


Wealth Management Consultant Support


A leading Wealth Management firm are currently looking to an a Consultant Support to their growing team in Surrey. If you have experience of supporting Wealth Managers and looking for a new role to develop and extend your experience and career then look no further!!!

In this role the ideal candidate will be working together with the Financial Planners, Client Support Manager, Client Support Technical and Administrators to ensure a smooth workflow for the team. The candidate will be dealing with technical aspects of client queries and helping / assisting the administrators and ensuring client service agreement requirements are met and compliance procedures adhered to. You will also be responsible for conducting market research, presenting reports, supporting Paraplanners in their work and drafting communication to clients.

In recognition for your hard work in this role, the client will be offering a competitive salary (depending on experience), as well as company Pension, Healthcare scheme, Flexible benefits (which you can tailor to your personal requirements) and 25 days holiday.

Please quote 42647 when calling Alexander Lloyd on 01293 572900 and ask for our Pensions and Benefits division. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.

Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

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