Fidelius is a leading financial services company in the UK, with offices in Bath and other cities, seeking a Wealth Management Administrator to support the Operations team with day-to-day admin, reports, client letters and forms. You will liaise with providers, upload documents, and maintain client records to ensure a solid audit trail.
You will also assist onboarding, bulk mailers, and project tasks while building cross‑team relationships and covering absences.
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Wealth Management Admin: Client Onboarding & Compliance in Bath employer: Korn Ferry Client Opportunities
Fidelius is an exceptional employer that prioritises employee growth and development within a supportive work culture. Located in the vibrant city of Bath, we offer a collaborative environment where HR Administrators can thrive, with opportunities for professional advancement and continuous learning. Our commitment to employee well-being is reflected in our comprehensive benefits package and dedication to maintaining a high-quality service for both employees and clients.
Contact Details:
Korn Ferry Client Opportunities Recruitment Team
