Forrest Recruitment seeks a Senior Client Administrator in Altrincham to join a leading wealth management firm’s admin support team. The role focuses on submitting new investment, pension and protection applications and maintaining client records.
The ideal candidate has prior admin experience in wealth management, familiarity with Salesforce and I-Business, and a detail-oriented, organized approach to supporting Financial Advisors.
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Wealth Management IFA Admin Specialist 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.
