CMD Recruitment is seeking a diligent financial services administrator to support advisers and wealth/pension professionals in a busy, client-focused environment. You will maintain client data, prepare documentation, and handle servicing requests.
You will work with CRM and back-office platforms, coordinate with providers and colleagues, and ensure timely, accurate records while keeping compliance in mind. This hands-on role offers opportunities for professional growth within a collaborative
#J-18808-LjbffrWealth Planning Admin & Client Services Specialist employer: CMD Recruitment
Join a dynamic and supportive team in Bradford-on-Avon as an Office Administrator, where your organisational skills will shine in a fast-paced property business. We offer a collaborative work culture that values proactive contributions and provides opportunities for professional growth, ensuring you play a vital role in delivering exceptional customer service to landlords and tenants alike. With flexible working options available, this is an excellent opportunity for those seeking a meaningful career in property administration.
