End-to-End Client Experience Lead - Wealth Management in Leeds

End-to-End Client Experience Lead - Wealth Management in Leeds

Leeds Full-Time No working from home possible
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Armitage Search & Advisory in Leeds is seeking a Client Administrator for a wealth management practice, responsible for the end-to-end client journey across about 150 client households, from meeting prep to submission and completion. You will work closely with advisers and the wider team, own your workload, and be trusted to reflect the high standards of the practice in every client touchpoint.

This full-time, office-based role offers a stable environment, a close-knit team, and a central role

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End-to-End Client Experience Lead - Wealth Management in Leeds employer: Armitage Search & Advisory

Join a prestigious wealth management practice in the heart of Leeds City Centre, where you will play a crucial role as a Technical Client Administrator. This company fosters a supportive and collaborative work culture, valuing the contributions of back-office staff as essential partners in client service delivery. With competitive salaries and opportunities for professional growth, this is an excellent employer for those seeking a meaningful career in wealth management.

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Contact Details:

Armitage Search & Advisory Recruitment Team