Wealth Management Client Success Associate

Focus Search and Selection is seeking a Client Services Associate in Derby to provide essential administrative support to Financial Advisers and ensure exceptional client experiences. The ideal candidate has prior administration experience within Financial Planning or Wealth Management. Responsibilities include managing client communications, preparing documentation, and liaising with third parties. The role offers a salary of £30,000 along with a supportive work environment and career development opportunities.#J-18808-Ljbffr…