Leo Alexander Wealth and Financial Management is seeking a diligent administrator to support report writing and client communications. You will handle routine administration, ensure files are up to date, and assist the sales team with data entry and follow-ups.
The role involves outbound calls, maintaining compliant records, and collaborating with senior advisers. Strong organisational skills and attention to detail are essential to help clients feel informed and confident about their investment
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Contact Details:
Leo Alexander Wealth and Financial Management Recruitment Team
