Posted by Financial Divisions • £35K/yr to £40K/yr
My client, a leading SJP Practice specialising in personalised wealth management solutions, is on the lookout for a highly skilled Client Services Consultant.
Are you a seasoned professional with extensive SJP experience?
Renowned for their client-centric approach, my client provides a wide range of services, including investment planning, retirement planning, and financial advice, all tailored to meet the unique goals of their clients.
We are looking for a self-motivated individual to provide support to the Consultants in our Croydon Office, managing data, client files, submitting Letters of Authority, managing and dealing with daily post and assisting Consultants in pre-meeting preparation and Client Reviews.
We're growing and want you to be a part of our journey.
This role is fully office based in our central Croydon office.