Wealth Management Client Support Lead

Eden Resourcing; United Kingdom; Remote; GBP 26,000 - 38,000; Full time

Job summary

Eden Resourcing is seeking an Administration and Client Support professional to join our Holistic Wealth Management team in Cambridge. The role covers new business administration, client reviews and day-to-day queries, while ensuring compliance and smooth office operation.

You will support a Senior Consultant and Paraplanner, liaising with clients and providers, and manage room setups for meetings. Strong IT skills and proactive approach are essential.

Qualifications

• Experience in financial planning or wealth management administration preferred.
• Knowledge of financial services processes and compliance is desirable.
• Excellent written and verbal communication skills.

Responsibilities

• Provide full administrative support to Senior Consultant and Paraplanner.
• Manage day-to-day running of the office, including supplies and meeting room preparation.
• Handle new business administration, client reviews and day-to-day client queries.
• Act as first point of contact for clients in person and by telephone.

Skills

Attention to detail

Customer service

Organization

IT literacy

Education

A-levels or equivalent

Tools

MS Office

CRM systems

Job description

Eden Resourcing is seeking an Administration and Client Support professional to join our Holistic Wealth Management team in Cambridge. The role covers new business administration, client reviews and day-to-day queries, while ensuring compliance and smooth office operation.

You will support a Senior Consultant and Paraplanner, liaising with clients and providers, and manage room setups for meetings. Strong IT skills and proactive approach are essential.