Job Description
About the role
Join a well-established private wealth firm supporting a Senior Adviser and HNW client base. You’ll manage end-to-end client service delivery, coordinate advice implementation and maintain workflows across complex financial strategies in a polished, collaborative environment.
- Prepare client review packs and meeting documentation
- Implement advice and manage ongoing client workflows
- Liaise with accountants and external stakeholders
- Coordinate insurance and investment administration
- Maintain accurate records and workflows in Xplan
Skills & Experience
- Extensive experience in a CSO or Adviser Associate role
- Advanced Xplan capability essential
- Experience with Wrap investment platforms
- Strong workflow and stakeholder management skills
- Professional, organised and detail-focused approach
- Exposure to HNW ...