Confidential, a leading UK wealth management business, is recruiting an Investment Management Administrator for its Cardiff office. This role supports Investment Managers, Portfolio Managers, clients, introducers and internal teams, handling onboarding and ongoing servicing with accuracy and discretion.
You will manage client queries, open and file correspondence, arrange meetings, process transfers and ISA subscriptions, ensuring compliance with FCA rules and delivering a seamless client
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Wealth Management Admin & Client Services Specialist (Hybrid) in Cardiff employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
