Wealth Administration Specialist | Hybrid & Growth Path in Coventry

OverviewA leading financial planning firm in Coventry is seeking a Wealth Administrator to support a Senior Financial Adviser. The role involves managing client journeys, processing new business, and liaising with providers.

Responsibilities

Manage client journeys

Process new business

Liaise with providers

Qualifications

2+ years in wealth management

Strong organisational skills

Experience with Intelligent Office

Benefits

Competitive salary of £32,000

Hybrid working

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