Client Relationship Management Assistant – Wealth Planning

Client Relationship Management Assistant – Wealth Planning

Location: London (Hybrid)

Salary: Competitive + excellent benefits

Contract Type: Permanent

About the Role

We are currently recruiting for a Client Relationship Management Assistant to join a highly respected and well-established wealth planning firm in London. This is an excellent opportunity for an experienced client relationship professional to support senior advisers and directors in delivering a first-class service to high-net-worth clients.

In this role, you’ll play a key part in the day-to-day management of client relationships, ensuring smooth communication between clients, advisers, and third parties, while contributing to the efficient delivery of financial planning advice.

Key Responsibilities:

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