Client Relations Specialist

4 days ago


Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time
Client Relations Specialist
A dynamic Client Relations Specialist is required to join a leading wealth management company. The successful candidate will be responsible for managing client relationships, making appointments and preparing meeting packs. They will also be expected to work closely with the Paraplanning team and adhere to regulatory protocols.

The salary for this role is up to £27,000 per annum, plus a performance related bonus and other benefits. Key responsibilities include:
  • Making client appointments
  • Preparing business submission documents
  • Liaising with the Paraplanning team
  • Ensuring GDPR and FCA protocols are adhered to


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