Wealth Management Client Onboarding Specialist

Wealth Management Client Onboarding Specialist

Full-Time No working from home possible
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Ellis James Partners Ltd in Elstree, Hertfordshire is seeking a Client Administrator to join its team and support the day-to-day delivery of high-quality client service. You will work closely with Financial Advisers and clients, manage onboarding and ongoing administration from start to finish, and contribute to the more technical side of financial planning.

This office-based, Monday–Friday role offers a competitive salary (£25,000–£30,000) and opportunities to develop client-facing and

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Wealth Management Client Onboarding Specialist 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.

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Contact Details:

Ellis James Partners Ltd Recruitment Team