Wealth Management Support Specialist

16 hours ago


Worcester, Worcestershire, United Kingdom Bruin Full time
Support Role for Wealth Management Team

A respected firm based in Worcestershire is seeking an organized and detail-oriented Support Specialist to join their Wealth Management team. In this dynamic role, you will play a crucial part in ensuring the smooth operation of our HNW services.

Your primary responsibilities will involve:

  • Providing administrative support to the Wealth Planners
  • Managing client queries and correspondence
  • Coordinating diaries and arranging meetings
  • Preparing meeting packs and documents
  • Ensuring timely completion of post-meeting actions and minutes

A competitive salary range of £24,000 - £29,000 per annum, dependent on experience, will be offered for this position. The company also provides comprehensive training and exam support for individuals looking to advance their careers in financial planning.



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