Ellis James Partners Ltd in Elstree, Hertfordshire, is seeking a Client Administrator to support day-to-day delivery of a high-quality service to clients. The role involves active client contact, onboarding, and collaboration with advisers to move cases forward.
You will handle meetings prep, maintain records, and assist with investment and pension matters, while developing a good understanding of pensions, investments, and protection within a wealth-management context.
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Wealth Management Client Services Administrator in Elstree employer: Ellis James Partners Ltd
Ellis James Partners Ltd is an excellent employer, offering a supportive and ambitious work culture in Staffordshire. With competitive salaries, flexible hybrid working options, and opportunities for personal growth through client relationship management, employees can thrive while building a rewarding career in financial advising.
