Senior Wealth Assistant

Our client is a well-established financial services organisation operating within the wealth management and financial planning sector. This Senior Wealth Assistant role provides comprehensive administrative and operational support to Wealth Advisors, ensuring the seamless implementation of financial planning, retirement, investment, and risk management solutions for a diverse client base.

You will play a pivotal role in managing new business implementation, servicing existing client portfolios, maintaining regulatory compliance, and supporting advisors with the delivery of exceptional client experiences.
This is an opportunity to join a high-performing team where your technical knowledge, client service ability, and attention to detail will directly contribute to client satisfaction and business success.
If you enjoy working in a fast-paced environment, building long-term client relationships, and taking ownership of complex administrative processes, this role o...