Confidential in Cambridge is seeking an Administration and Client Support professional to join a holistic Wealth Management firm serving high‑net‑worth clients. You will provide full administrative support to a Senior Consultant and Paraplanner, handling new business administration and client reviews.
You will manage complex client cases, liaise with providers, submit business to relevant parties, and ensure compliance.
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City of Leicester
My client was established over 40 years ago and now looks after more than £1.1bn of client assets whilst providing advice and support to…
Leicester, City of Leicester
Client Manager (wealth Management Administrator) Leicestershire (our ref AL1429) Salary £28,000 - £33,000 dep on exp + benefits inc parking and…
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