At a Glance
- Tasks: Support a wealth management team with admin tasks and client record maintenance.
- Company: Forrest Recruitment, a leading firm in financial services.
- Benefits: Funding for qualifications, career progression, and a supportive team environment.
- Other info: Detail-oriented and organised candidates will thrive in this role.
- Why this job: Join a dynamic team and grow your career in wealth management.
- Qualifications: Experience in wealth management or financial planning is preferred.
The predicted salary is between 27000 - 33000 £ per year.
Forrest Recruitment is seeking a Senior Client Administrator in Altrincham.
The role supports a wealth management team, handling admin tasks related to investment, pension and protection applications, and maintaining client records within CRM systems.
The ideal candidate has experience in wealth management or financial planning and is detail-oriented, well-organised, and capable of progressing within the team.
Funding for qualifications is available, with opportunities for progression.
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Wealth Management Admin Specialist - Growth & Qualifications in Altrincham employer: Forrest Recruitment
As an HR Manager in the vibrant Manchester City Centre, you will join a dynamic and supportive work culture that values independence and innovation. The company offers flexible working arrangements, competitive salary, and opportunities for professional growth, allowing you to shape your role and make a significant impact within a thriving business. With a commitment to employee wellbeing and development, this is an excellent employer for those seeking meaningful and rewarding employment.
