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Wealth Management Client Support - Chester - £18,000 - £25,000

Posted 5 January by Zoot Recruit Ended

Wealth Management Client Support - Chester - £18,000 - £25,000 + Free Parking

I have an exciting opportunity for an experienced Client Support Advisor with a Financial Services background to join a well-established and market leading Wealth Management organisation in the Chester area.

The Company

  • A well-established firm and leader in their field
  • On-going training and support
  • Many fantastic benefits including a generous company pension , private medical insurance, 25 days holiday and free parking

The Role

  • Monitoring and follow-up of cases, and assistance with New Business input
  • Assistance with preparation of client review/valuation packs
  • Upkeep and monitoring of company media, eg. LinkedIn, website
  • Ensuring all management information is prepared and presented to best effect
  • Upkeep of client records, reporting systems and all administration
  • Producing relevant MI and client data as required


  • Previous experience in a Financial Services environment (essential)
  • Impeccable attention to detail, with a focus on quality and excellence
  • Strong communication skills and ability to build report
  • Ability to work under pressure, with a flexible approach to your workload
  • Unless you live in Chester, you must drive and have your own transport

For further info on this great career opportunity and a confidential discussion please contact Philip Gordon within the Financial Services Division at Zoot Recruit on Liverpool 601-6000 or via email.

I am also contactable via my LinkedIn profile.

Zoot Recruit is a specialist Financial Services recruiter based in Liverpool covering vacancies within the North West. We are embarking on an exciting growth plan in 2018 with our current team having over 40 year's specialist recruitment experience.

Due to the high number of applications we are receiving, in some instances we are unable to offer individual feedback. If we have not contacted you within five working days unfortunately your application will not be progressed any further.

For further opportunities please visit our website

We are now on twitter please follow: @zootrecruit

Required skills

  • Financial Services

Reference: 34149674

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