Wealth Management Client Support Lead

Brevere Group; Cambridge; On-site; GBP 25,000 - 32,000; Full time

Job summary

Brevere Group is seeking an experienced Administrator and Client Support professional to join a wealth management team in the Cambridge area. You will provide comprehensive administrative support to a Senior Consultant and Paraplanner, handling new business administration, client reviews, and day-to-day queries.

This role requires handling sophisticated clients and ensuring compliance throughout the process.

Qualifications

• Experience in providing broad administrative support within a professional services environment.
• Strong written and verbal communication skills, with a professional telephone manner.
• IT literate with experience of office software and financial services platforms.

Responsibilities

• Provide full administrative support to a Senior Consultant and Paraplanner, including new business administration, client reviews and day-to-day queries.
• Serve as first point of contact for new and existing clients in person and by phone, maintaining professional client relationships.
• Manage day-to-day office operations, supplies, and meeting room preparation to ensure a smooth workflow.
• Support submission of business to relevant parties and ensure information and compliance requirements are adhered to.

Skills

Administrative support

Client communication

Job description

Brevere Group is seeking an experienced Administrator and Client Support professional to join a wealth management team in the Cambridge area. You will provide comprehensive administrative support to a Senior Consultant and Paraplanner, handling new business administration, client reviews, and day-to-day queries.

This role requires handling sophisticated clients and ensuring compliance throughout the process.