Wealth Management Client Services Lead

Burton Recruitment Limited’s client, a Boutique Wealth Management Practice in the Preston area, is seeking an ambitious Client Services Manager to join a growing team on a permanent basis. You will work alongside Financial Planners and Paraplanners to analyse client arrangements, research solutions, model cashflows and prepare recommendation reports for advisers to present.

The role requires excellent administrative skills, the ability to work under pressure, and prior experience in wealth

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