Confidential, based in Horsham, requires a Financial Administrator to manage end-to-end administration for existing and new clients within a wealth planning practice. You will prepare meeting packs, onboard clients, and support advisers to ensure smooth operations across the business.
The role involves handling back-office tasks, liaising with providers, and assisting in annual reviews. A busy environment with opportunities for growth and bonuses is described.
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Wealth Planning Client Services Lead in Horsham 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.
