Client Support - Wealth Management (Cultural Fit?)

You’re probably reading this because you’re either frustrated in your current Client Support role, and wish a few things would change or you’ve made the decision to leave and you are now dipping your toe to try and find a suitable new role without being sold an unsuitable one.
You will know your role remit better than anyone as you do it every day - in many cases the role remains broadly similar wherever you go, but what changes in a large way is the culture of the business, the type of clients and the value and appreciation you feel from the people you are working alongside.

A city centre Wealth management firm, who have one of the lowest staff turnovers I’ve seen in 10 yrs of recruiting are looking to bring on board an experienced FP Administrator/Client support, a role available due to retirement. Let me explain what type of candidate they are after so you can decide if the role is for you.
Their ideal hire would be someone who is highly experienced in the role of supporting Financial Planners and their clients as well as working alongside Paraplanning staff who are very knowledgeable and technical. They would love to meet someone who is happy to get involved in all aspects of pre and post business and someone who prides themselves on their customer service approach, as much of the available role will see the new hire be the first, and in some cases, main contact for the clients. This firm and team are extremely welcoming, have a long established client base and have some exciting plans for the future. They will pay well to secure the right person, so you can expect a salary of £30k+. They will pay what they need to get the right hire.
If you would like to find out more about this role and how your experience could be mutually beneficial with the business, then consider applying.