Client Manager - Wealth Management
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…
Finlink Ltd in Borehamwood is seeking an experienced Financial Services Administrator or Client Administrator to support Financial Planners, Personal Assistants and Paraplanners in delivering the advice process.
This is a hands-on role requiring ownership of new business processing, updating client records, handling letters of authority and maintaining smooth provider communications to ensure excellent client service.
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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…
Glasgow
Are you an experienced Client Administrator looking for your next job supporting a high-performing Financial Planner within a dynamic, growing…
G1, Glasgow, Glasgow City
Are you an experienced Client Administrator looking for your next job supporting a high-performing Financial Planner within a dynamic, growing…
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