Wealth Management Client Support Lead

Eden Resourcing is seeking an Administration and Client Support professional to join our Holistic Wealth Management team in Cambridge. The role covers new business administration, client reviews and day-to-day queries, while ensuring compliance and smooth office operation.

You will support a Senior Consultant and Paraplanner, liaising with clients and providers, and manage room setups for meetings. Strong IT skills and proactive approach are essential.

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