ACCA Careers in Elstree, Hertfordshire, is seeking a Client Administrator to support our Wealth Management practice. You will handle day-to-day client administration, book meetings, process onboarding, and liaise with providers. This role is phone-focused, with a strong emphasis on client service, accuracy, and CRM use.
You will work Monday to Friday, in-office, reporting to the Practice Manager. A background in financial services is desirable; training on FCA regulations and paraplanning will
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Graduate Client Services Associate – Wealth Management in Borehamwood employer: ACCA Careers
Join a dynamic and supportive team at ACCA Careers in Taunton, where your expertise as a Senior Accountant will be valued and nurtured. With a clear progression path, you will have the opportunity to mentor junior staff and engage in meaningful advisory roles for a diverse range of clients, all within a collaborative work culture that prioritises professional growth and development. Enjoy the unique advantage of working in a picturesque location while contributing to the success of sole traders, partnerships, and SMEs.
