17th June, 2026 Role: You will be responsible for supporting a team of risk advisers within a growing private wealth firm. This is a perfect opportunity for someone with strong experience in financial services who wants to join a successful and highly professional team. Responsibilities: Work closely with a highly experienced team of advisers, paraplanners and support staff Delivering exceptional client service and relationship management to HNW client base Ensuring all client related tasks are completed in the appropriate time frame Onboard new clients and manage relationships with existing clients Process and manage insurance applications accurately and efficiently Complete day to day operational and administration duties Skills and Experience: Minimum of 2 years' experience in a similar role within a financial planning business Strong insurance knowledge Strong communication skills and polished presentation To express your interest in this opportunity, please forward your resume by using the "Apply Now" link below!
