Wealth Planning Client Support Specialist

Staffpower Group is supporting a respected financial planning firm in securing a capable administrator to assist the Client Manager and Financial Planners. The role involves preparing client recommendations, reviews and records, plus liaison with product providers and third parties to gather quotes and illustrations.

Ideal candidates will have experience in financial services administration, exceptional attention to detail, and a proactive, client-focused attitude with a commitment to ongoing

#J-18808-Ljbffr…