Job Opportunity
A prestigious firm seeks an experienced and client-focused professional to join its Private Wealth team. The firm delivers tailored advice to high-net-worth individuals, family groups, and business owners, renowned for its collaborative and supportive culture.
This role is crucial in supporting a team of advisers by managing client service delivery, preparing advice documentation, and acting as the key point of contact for clients. A strong eye for detail, excellent organisational skills, and a solid understanding of financial planning processes are essential for success in this position.
The ideal candidate will have prior experience in a client service or adviser support role within financial planning or wealth management, with strong organisational and administrative skills and attention to detail. Confidence in managing complex documentation and communication with multiple stakeholders is also required. Experience using Xplan or similar financial planning software is highly valued.
Key Responsibilities:
* Preparing and coordinating Statements of Advice and review documentation
* Managing onboarding, investment, and insurance implementation, along with account maintenance
* Liaising with product providers and platform administrators
* Responding to client queries and maintaining high service standards
* Ensuring accuracy and compliance across all client records using Xplan
Requirements:
* Prior experience in a client service or adviser support role within financial planning or wealth management
* Strong organisational and administrative skills with attention to detail
* Confidence in managing complex documentation and communication with multiple stakeholders
* Experience using Xplan or similar financial planning software
Benefits:
* Join a well-regarded national firm with a strong private wealth offering
* Work in a collaborative, professional, and supportive team environment
* Enjoy career development opportunities and long-term job stability
* Flexible hybrid working options