Wealth Management Administrator – Client Services & Reports in Epsom

A financial recruitment agency is seeking a Wealth Management Administrator to support an IFA practice in Epsom. The role includes preparing financial reports, liaising with product providers, and maintaining client information. Ideal candidates will have administrative experience in financial services and strong organizational and communication skills. This office-based position requires attention to detail and a proactive approach to client service. #J-18808-Ljbffr