Wealth Management Support Specialist

1 day ago


Sevenoaks, Kent, United Kingdom Capio Recruitment Full time

Job Role: Wealth Management Support Specialist

Salary: £30,000 - £32,000 per annum

Location: Sevenoaks District

We are seeking a skilled and detail-oriented individual to fill the role of Wealth Management Support Specialist within our financial planning firm. As a key member of our team, you will be responsible for supporting the delivery of high-quality financial advice, building strong relationships with clients, and contributing to the growth and success of the company.

In this role, you will be the primary point of contact for clients, resolving queries, chasing outstanding requirements, and ensuring efficient advice processes. You will also be responsible for organisational tasks such as diary management, data input into our CRM system, and office administration.

Your Key Responsibilities:

  • Support the delivery of high-quality financial advice
  • Manage client diaries, appointments, and meeting locations
  • Support data input into our CRM system
  • Contribute to the development of operational processes

Benefits:

  • Collaborative and supportive office environment
  • Opportunities for career growth and development
  • Competitive salary and benefits package
  • Hybrid/Remote working options
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