Client Administrator – Wealth Planning

Borehamwood Source: WhatJobs
£29,000–£35,000

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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Full job description from WhatJobs. Apply for this role →

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