Senior Wealth Admin & Client Onboarding Specialist

Senior Wealth Admin & Client Onboarding Specialist

Full-Time No working from home possible
Artemis Clarke Ltd

Artemis Clarke Ltd in London is seeking a Senior Financial Administrator to provide high‑level administrative and client support to Wealth Planners, handling high‑net‑worth client work and ensuring compliant processing.

You will manage diaries, prepare meeting packs, handle new business submissions, track cases from submission to completion, support AML and CDD checks, and maintain precise client records using CRM and financial planning systems.

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Senior Wealth Admin & Client Onboarding Specialist 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.

Artemis Clarke Ltd

Contact Details:

Artemis Clarke Ltd Recruitment Team