Wealth Administration Specialist | Client Services in Exeter

Wealth Administration Specialist | Client Services in Exeter

Exeter Full-Time 30000 - 40000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Support financial planners and deliver exceptional client service.
  • Company: Burgh Recruitment, a dynamic firm in Exeter.
  • Benefits: Full-time role with career progression opportunities.
  • Other info: Perfect for those eager to learn and grow in finance.
  • Why this job: Join a motivated team and kickstart your career in wealth management.
  • Qualifications: Strong organisational skills and attention to detail required.

The predicted salary is between 30000 - 40000 £ per year.

Burgh Recruitment is searching for a Wealth Administrator to join their client service team in Exeter. This full-time, permanent role offers an exciting opportunity to support financial planners while ensuring exceptional client service standards.

The ideal candidate should have strong organisational skills, attention to detail, and the ability to manage multiple tasks efficiently. There’s a chance for career progression within the wealth management sector.

If you are motivated and eager to learn, this may be your next career move!

Wealth Administration Specialist | Client Services in Exeter employer: Burgh Recruitment

Burgh Recruitment is an excellent employer, offering a dynamic work culture that prioritises employee development and career progression within the wealth management sector. Located in Exeter, employees benefit from a supportive environment that values strong organisational skills and attention to detail, ensuring that team members are well-equipped to provide exceptional client service while managing multiple tasks efficiently.

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Contact Details:

Burgh Recruitment Recruitment Team

We think you need these skills to ace Wealth Administration Specialist | Client Services in Exeter

Organisational Skills
Attention to Detail
Multi-tasking
Client Service
Financial Planning Support
Motivation
Eagerness to Learn