Forrest Recruitment Ltd. is recruiting on behalf of a leading wealth management firm for an admin support role within the new business team.
The role offers progression opportunities and funding for qualifications. Key duties include submitting new investment, pension and protection applications, monitoring applications from submission to completion, chasing outstanding documents, and supporting Financial Advisors while keeping clients informed.
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Wealth Admin Specialist - Progression & Qualifications in Stretford employer: Forrest Recruitment Ltd
Join a dynamic small office where your contributions as an Accounts/Office Administrator will be valued and recognised. We offer a supportive work culture that prioritises employee growth, providing opportunities to enhance your skills in Sage and Excel while enjoying the flexibility of part-time hours. Located in a friendly environment, our team fosters collaboration and encourages a healthy work-life balance, making it an excellent place for meaningful employment.
