Client and Advisor Support


Do you have strong administration and communication skills? Are you seeking an opportunity to widen your knowledge of Wealth Management/Investment products?

Our client, a leading wealth management firm based in Newcastle, is seeking a Client and Adviser Support Administrator to join their team.

Working closely alongside the Wealth Planners, you will:

  • Ensure that both Wealth Planners and clients are fully supported through the new business process
  • Ensure that paperwork, files and operating systems are kept up to date, accurate and compliant
  • Explore new opportunities for referrals and professional candidates adding value to the achievements of business targets
  • Build strong relationships with clients as well as internal and external parties

Your skills and qualifications:

  • A highly organised individual who works with a high level of accuracy
  • Excellent customer service skills
  • Great written and verbal communication skills
  • Sales support experience within a Financial Services environment
  • IT proficient and confident with Microsoft Office Packages

If this sounds like you, please contact Joanna at Flair for Recruitment for more information.

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