Confidential in West Yorkshire is seeking a Wealth Management Administrator to support Financial Planners and their clients across a broad range of financial products. Full-time, permanent, on-site role based near Wetherby.
You will manage client records, prepare documentation for meetings, track investments and deliver a high standard of client service while working closely with the client service team. Discretionary bonus, generous benefits and progression opportunities are offered.
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Wealth Management Administrator: Client Service & Growth in Wetherby 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.
