Location: Derby
Salary: £30,000 + Benefits
Job Type: Full-Time | Permanent
A boutique Wealth Management firm based in Derby is seeking a professional and highly organised Client Services Associate to join its growing team. This is an excellent opportunity for an experienced administrator with a background in Financial Planning or Wealth Management who enjoys delivering exceptional client support in a fast-paced, client-focused environment.
The RoleWorking closely with Financial Advisers and Paraplanners, you will play a key role in ensuring clients receive a seamless and professional service throughout their financial planning journey.
Key responsibilities will include:
The successful candidate will have:
Client Services Associate • Derby, Derbyshire, UK
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