Artemis Clarke Ltd in Berkswell is seeking a Senior Wealth Administrator to support Financial Advisers by preparing recommendations and suitability reports in line with the company policy. You will maintain client records, gather data, and prepare application forms, contributing to the client onboarding process.
The role requires a good understanding of the financial planning process, strong attention to detail, and the ability to work with minimal supervision.
#J-18808-LjbffrSenior Wealth Administration & Planning Specialist in Berkswell employer: Artemis Clarke Ltd
Artemis Clarke Ltd is an exceptional employer, offering a vibrant work culture at Bluewater that fosters teamwork and personal growth. With a focus on employee development through training opportunities and a competitive bonus scheme, we ensure our Store Managers are well-equipped to lead their teams to success while enjoying attractive employee discounts. Join us to be part of a dynamic retail environment where your passion for sales and leadership can truly shine.
