At a Glance
- Tasks: Provide admin support to financial planners and maintain excellent client relations.
- Company: Local wealth management firm with a collaborative team culture.
- Benefits: Full-time role with potential for growth and supportive management.
- Other info: Experience with Xplan is a plus; great opportunity for career advancement.
- Why this job: Join a dynamic team and make a difference in clients' financial journeys.
- Qualifications: Two years in Financial Planning/Wealth Management and strong MS Office skills.
The predicted salary is between 41850 - 51150 $ per year.
Daniels Recruitment is assisting a local wealth management firm to find a Client Services Administrator.
This full-time role focuses on providing admin support to financial planners and maintaining excellent client relations.
The ideal candidate will have at least two years in a Financial Planning/Wealth Management environment, strong MS Office skills, and experience with Xplan.
There is potential for growth within a collaborative team and supportive management.
Wealth Management Client Services Specialist in Newcastle employer: Daniels Recruitment
This firm, based in Newcastle, is an exceptional employer known for its commitment to quality service and client satisfaction. With a strong focus on employee growth, they offer a supportive work culture that includes dedicated administrative support and modern technology, allowing advisers to concentrate on building meaningful client relationships. The firm rewards performance with competitive remuneration and regular salary reviews, making it an attractive place for motivated professionals looking to advance their careers in financial advice.
