Wealth Management Admin & Business Support in Newport

Wealth Management Admin & Business Support in Newport

Newport Full-Time On-site
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Heron House Financial Management Ltd in Newport is seeking a proactive administrator to support the management team and help achieve business development goals. The role involves handling day-to-day administration, navigating our systems, and contributing to improvements and training where needed.

You will manage software integrations, prepare concise client-facing documents, and build strong relationships with staff and clients while staying aligned with our processes and high standards.

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Contact Details:

Heron House Financial Management Ltd Recruitment Team