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Wealth Planning Advisor — Client Support & Admin
Job in
Newcastle upon Tyne, Newcastle, Tyne and Wear, SY7, England, UK
Listed on 2026-06-17
Listing for:
Thrive by Chorni Ltd
Full Time
position Listed on 2026-06-17
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Thrive by Chorni Ltd is seeking an Advisor Client Support to join their respected Wealth Planning business located in Alderley Edge, England. In this role, you will manage day-to-day administration for clients while closely collaborating with financial planners.
Key tasks involve adhering to company processes, maintaining accurate records in systems like SharePoint and Curo, and handling new business processing. Strong attention to detail and experience in a Financial Advisory Firm are essential.
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