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Client Relationship Manager - London, United Kingdom,


Client Relationship Manager



A fantastic opportunity has arisen with a highly successful Wealth Management Practice in Putney, South West London. My client is looking for an additional member for their team to assist the Paraplanners and Advisers with onboarding of new clients, liaising with platform providers and processing letters of valuations.

The team are fun and sociable and it's and a great environment to be part of. Full study support will be offered as well as a structured career path for the right candidate. Ideally you will have gained experience working as an IFA Administrator within the Wealth Management sector and looking for a new position where you can continue to grow and develop your experience.

You will be working with highly regarded Advisers in the Wealth Management Industry and offer excellent training for their staff. If this sounds like the next step up in your career, I would love to hear from you to discuss in more detail.

Please do send your CV to Ursula Sloan at Financial Divisions