Client-Focused Wealth Management Administrator (Hybrid) in Lincoln

Client-Focused Wealth Management Administrator (Hybrid) in Lincoln

Lincoln Full-Time No working from home possible
N

NJR Recruitment is seeking a Financial Services Administrator in Lincoln, UK, to provide essential support to Advisers and Paraplanners within a growing wealth management firm. The role focuses on accurate record-keeping, case progression, and delivering a professional client experience throughout the financial planning journey.

You will work closely with Advisers, Paraplanners and clients, handling enquiries, maintaining CRM records, and coordinating meetings, while complying with AML and

#J-18808-Ljbffr

Client-Focused Wealth Management Administrator (Hybrid) in Lincoln employer: NJR Recruitment

Join a leading insurance business in Uttoxeter, where your leadership skills will thrive in a supportive and dynamic work environment. With a competitive salary, excellent bonus structure, and genuine opportunities for career progression, you'll be empowered to coach and develop your team while driving performance and delivering exceptional customer service. Our commitment to professional development ensures that you can grow alongside the company, making this an ideal place for ambitious individuals seeking meaningful and rewarding employment.

N

Contact Details:

NJR Recruitment Recruitment Team