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Wealth Planning Support Associate; Hybrid – Client Focus

Job in Egham, Surrey County, TW20, England, UK
Listing for: Camp Beaumont
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Financial Services
Job Description & How to Apply Below
Position: Wealth Planning Support Associate (Hybrid) – Client Focus
A leading financial services provider is seeking a Client Liaison Administrator for an entry-level position in Egham. This role focuses on supporting advisors and enhancing client interactions within a hybrid work environment. The ideal candidate will possess excellent communication skills and have a keen interest in Wealth Management. This position offers a competitive package including 26 days of annual leave, a contributory pension scheme, and private healthcare.

Join a dedicated team focused on client service and innovation in financial planning.
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Position Requirements
10+ Years work experience
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