FindCore are assisting an established financial planning business in recruiting a Wealth Management Administrator to support Financial Planners and their clients. This permanent, full-time, office-based role near Wetherby, West Yorkshire handles client records, documentation, and admin across a range of products.
You will liaise with clients, prepare meeting packs, track investments, and maintain high service standards within a collaborative team.
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Wealth Management Administrator: Client Services Specialist in Wetherby employer: FindCore
FindCore is an exceptional employer that fosters a dynamic and supportive work culture, perfect for those looking to thrive in the financial services sector. With a focus on employee growth and development, staff enjoy uncapped commission opportunities and a comprehensive benefits package, all while working in the vibrant city of Birmingham. Join us to make a meaningful impact by helping customers navigate their tax rebate claims and enjoy a rewarding career path.
