Lync Wealth Management Limited is seeking an experienced Financial Services Administrator to join the support team, providing pre and post-sales support to Financial Advisers and ensuring client documentation is processed within required time scales.
You will liaise with advisers, providers and clients to keep the advice journey smooth, accurate, and compliant, while maintaining strong client relationships and high standards of service.
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Financial Services Administrator — Client Support & Compliance employer: Lync Wealth Management Limited
Lync Wealth Management is an exceptional employer, offering a supportive work culture in the picturesque city of Bath. With dedicated paraplanning and administrative support, our CF30 Financial Advisers can focus on delivering tailored financial solutions while enjoying ample opportunities for professional growth and development. Join us to be part of a team that values independence, client relationships, and your career progression.
Contact Details:
Lync Wealth Management Limited Recruitment Team
