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Private Wealth Specialist
3 weeks ago
Job Title: Private Wealth Specialist
\This is a highly sought-after role within the financial services industry, working closely with clients to deliver exceptional service and support.
\- About the Role:
- We are seeking an experienced professional to manage client administration, coordinate documentation, and maintain compliance standards.
- Provide day-to-day support to a Financial Adviser, ensuring seamless service delivery to clients.
- Prepare and coordinate documentation for client meetings, including Statements of Advice (SOAs), review packs, and follow-up tasks.
- Implement advice and manage ongoing client requests with accuracy and urgency.
- Liaise with clients, product providers, and internal stakeholders to ensure timely and professional communication.
- Maintain accurate client records in accordance with compliance standards and regulatory requirements.
- Minimum 2+ years' experience in a client services or adviser support role within financial planning or wealth management.
- Strong understanding of financial advice processes, compliance obligations, and client engagement best practices.
- High attention to detail and excellent organisational skills.
- Professional, articulate communicator with a client-first mindset.
- Proficient with financial planning software, MS Office Suite, and CRM systems.
