Wealth Management Support Specialist – Client Services
Job in
Guildford, Surrey County, GU1, England, UK
Listed on 2026-07-24
Listing for:
James & Partners
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Financial Services
Job Description & How to Apply Below
James & Partners is seeking an experienced Financial Services Administrator to join its UK office in Guildford. The role supports advisers, client servicing, and onboarding across the UK wealth management team within a growing international group.
The successful candidate will work closely with a Guildford-based administrator, gain exposure to paraplanning or report preparation, and help maintain compliant, efficient client files and processes. Office-based four days per week.
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