Forrest Recruitment seeks a Senior Client Administrator in Altrincham to join a leading wealth management firm’s admin support team. The role focuses on submitting new investment, pension and protection applications and maintaining client records.
The ideal candidate has prior admin experience in wealth management, familiarity with Salesforce and I-Business, and a detail-oriented, organized approach to supporting Financial Advisors.
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Sutton Coldfield
Are you an experienced IFA Administrator looking to join a forward-thinking, client-focused wealth management firm in North Birmingham?
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