Wealth Management Client Support Specialist

Brevere Group; Cambridgeshire and Peterborough; On-site; GBP 28,000 - 36,000; Full time

Job summary

Brevere Group seeks an Administration and Client Support professional to provide full administrative support to a Senior Consultant and Paraplanner in a wealth management practice serving high-net-worth clients. You will manage new business administration, client reviews and daily queries while handling first-point contact in person and by phone and overseeing office supplies and meeting-room prep.

The role requires strong knowledge of Financial Planning and Wealth Management, ideally within an

Qualifications

• Experience in administrative support within wealth management or an IFA practice.
• Ability to manage multiple tasks and handle complex client queries with discretion.
• Excellent written and verbal communication skills and proactive approach.

Responsibilities

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

Skills

Administration

Client support

Office management

Communication skills

IT literacy

Tools

Financial services systems

Job description

Brevere Group seeks an Administration and Client Support professional to provide full administrative support to a Senior Consultant and Paraplanner in a wealth management practice serving high-net-worth clients. You will manage new business administration, client reviews and daily queries while handling first-point contact in person and by phone and overseeing office supplies and meeting-room prep.

The role requires strong knowledge of Financial Planning and Wealth Management, ideally within an