CAP Resourcing LTD is seeking a Client Services Administrator for a wealth management-focused role. You will support Financial Planners, manage client records, process new business, and ensure AML/compliance checks are completed accurately and efficiently.
You’ll contribute to team success by sharing knowledge, supporting colleagues, and helping improve processes to enhance the overall client experience.
#J-18808-LjbffrWealth Management Client Services Administrator employer: CAP Resourcing LTD
Join a highly respected Independent Financial Advisory practice in Bristol, where you'll benefit from excellent mentoring and genuine career progression as you work towards becoming a Financial Planner. Our supportive work culture fosters growth and development, offering a competitive salary with bonuses, making it an ideal environment for ambitious individuals eager to deliver exceptional client service.
