Cathedral Appointments is recruiting on behalf of a well-established wealth management business in Exeter for a Wealth Management Administrator to join on a temporary basis. This is a key support role, helping advisers deliver an accurate, responsive service to their clients.
Working closely with financial advisers and paraplanners, you will manage the administration behind client reviews, new business and ongoing servicing across pensions and investments.
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Wealth Management Administrator – Temporary Role, Exeter employer: Cathedrala appointments
Join a dynamic and supportive team in Taunton, where we prioritise flexibility and professional growth for our temporary office admin and business support roles. With competitive pay, weekly earnings, and exposure to diverse industries, you'll have the chance to enhance your skills while enjoying a collaborative work culture that values your contributions. Our dedicated recruitment consultants are here to provide ongoing support, ensuring you find meaningful and rewarding assignments that fit your lifestyle.
