Ips Group is seeking a highly organised Financial Services Administrator to join a market-leading wealth management business. You will provide accurate client administration support to a successful financial planning team while upholding high standards of service, compliance and records.
You will maintain client records, process applications and letters of authority, liaise with providers and clients, and support advisers with meeting preparation and ongoing client servicing.
#J-18808-LjbffrWealth Management Admin & Client Support employer: IPS Group
Join a well-established independent firm of Chartered Accountants in Selby, where you will thrive in a supportive work culture that values professional growth and development. With a diverse client base, this role offers the chance to enhance your skills while enjoying competitive benefits and a collaborative environment that fosters teamwork and innovation.
