Wealth Management Support Specialist

1 week ago


Wilmslow, Cheshire East, United Kingdom Prestige Recruitment Group Full time

Prestige Recruitment Group is a leading wealth management business based in Wilmslow, seeking a highly skilled Wealth Management Support Specialist to join our dynamic team.

The ideal candidate will have experience in financial planning and a strong passion for delivering exceptional client service. Key responsibilities include supporting the adviser team, preparing suitability letters and reports, analysing financial products, matching clients' goals and objectives with suitable outcomes, recording clients' data accurately and complying with regulations, communicating with clients and advisers, and preparing and implementing meeting action points.

About the Role
  • Deliver high-quality service to clients and internal stakeholders.
  • Work collaboratively with the adviser team to achieve business objectives.
  • Maintain accurate records and comply with regulatory requirements.
Key Skills
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a fast-paced environment.

Salary: £35,000 - £40,000 per year

Job Type: Full-time, Permanent



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