Confidential in Newcastle is seeking a Client Engagement Administrator to support Financial Planners and Paraplanners with the delivery of the advice service. The role involves new business processing, client record maintenance, and liaising with providers to ensure excellent client outcomes.
The position emphasizes speaking with clients, organising tasks, and improving processes in a growing wealth management business. Onsite work with a competitive salary and benefits is offered.
#J-18808-Ljbffr
Client Engagement Specialist - Financial Services Admin in North East 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.
