Wealth Management Client Administrator: Process & Support in Cardiff

Wealth Management Client Administrator: Process & Support in Cardiff

Cardiff Full-Time No working from home possible
Heat Recruitment

A leading wealth management firm in Cardiff is seeking a highly organised Client Administrator who will support Financial Planners and manage the new business application process. The candidate will have strong administrative experience, attention to detail, and excellent communication skills. This role is crucial in maintaining accurate client records and ensuring exceptional service delivery. The position offers a competitive salary of up to Β£30,000. #J-18808-Ljbffr

Wealth Management Client Administrator: Process & Support in Cardiff employer: Heat Recruitment

Join an award-winning software consultancy in Newcastle that values flexibility and employee growth. With a strong focus on career progression and a supportive training programme, this company fosters a collaborative work culture where your contributions are recognised and rewarded. Enjoy the benefits of hybrid working while being part of a team that serves a diverse range of clients, from SMEs to large organisations.

Heat Recruitment

Contact Details:

Heat Recruitment Recruitment Team