Senior Client Services Admin - Wealth & Planning, Hybrid

Senior Client Services Admin - Wealth & Planning, Hybrid

Full-Time On-site
A

AWD Recruitment is seeking a Senior Client Services Administrator with financial services experience in Bedfordshire for a hybrid role. You will support advisers, manage client records and handle correspondence to ensure a positive client journey.

In this position you will collaborate with financial planners, train junior staff, and help implement process improvements to raise service standards. Strong MS Office and Intelliflo skills are beneficial.

#J-18808-Ljbffr

Senior Client Services Admin - Wealth & Planning, Hybrid employer: Awd Recruitment

Join a thriving employee-owned manufacturing organisation in Bonnybridge, Falkirk, where your contributions as a Management Accountant will directly influence business performance and operational improvements. With a strong focus on employee development, a collaborative work culture, and the chance to engage in exciting projects like ERP implementation, this role offers a fulfilling career path in a supportive environment. Enjoy competitive benefits and flexible working hours while being part of a team that values your insights and expertise.

A

Contact Details:

Awd Recruitment Recruitment Team