- You will provide administrative support to wealth advisers, managing client records, processing new business, compliance checks, valuations and reports, while ensuring accurate, timely, and high-quality client servicing.
- Financial services experience (investment, pensions, or protection) with strong attention to detail, excellent IT skills, regulatory knowledge, and the ability to collaborate effectively while taking ownership of tasks.
- A hands-on role offering exposure to wealth management and pensions, opportunities to develop technical and compliance expertise, and the chance to make a direct impact on client experience and service quality.
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Posted: Dec 2025
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