Foster Denovo is seeking a proactive Private Wealth Administrator to support Partners and their high net worth clients. You will ensure efficient service delivery by following the Private Wealth Advice Process, using provided documentation and our supercharged tools and systems.
You will collate client information, prepare client packs, liaise with providers and Paraplanners, and input electronic forms while maintaining high standards and confidentiality.
Private Wealth Admin & Client Services in North Shields employer: Foster Denovo
Foster Denovo is an exceptional employer that prioritises employee development and well-being, offering a supportive environment where you can thrive as a Client Experience Administrator. With a strong commitment to career progression, including pathways to becoming an adviser, and a comprehensive benefits package that includes generous holiday allowances and financial support, you will find meaningful opportunities for growth in our collaborative culture. Our platinum investors in people accreditation reflects our dedication to nurturing talent and ensuring a rewarding experience for all employees.
