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Senior Wealth Planning Coordinator & Client Liaison

Job in Birmingham, West Midlands, B1, England, UK
Listing for: IDEX Consulting Ltd
Full Time position
Listed on 2026-01-15
Job specializations:
  • Administrative/Clerical
Job Description & How to Apply Below
A reputable wealth management firm is seeking a Senior Wealth Planning Assistant in Birmingham to provide exceptional administrative and client support. The role involves maintaining high accuracy standards, serving as a central liaison with clients and internal teams, and mentoring junior staff members. Ideal candidates should display flexibility and a strong commitment to client satisfaction. This position is essential for ensuring efficient service delivery within the firm.
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Position Requirements
10+ Years work experience
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