North Oak Recruitment Limited represents a well-established wealth management firm in Leicestershire seeking a Client Manager (wealth Management Administrator) to act as the in-house contact for a portfolio of clients. You will manage administration, maintain records, and support the Investment Manager and Financial Planner.
With at least 2 years in financial services administration, you will handle pensions, investments, client communications, and regulatory paperwork across platforms such as
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Wealth Management Client Lead (Hybrid) in Leicester employer: North Oak Recruitment Limited
Join a multi-award-winning firm located on the Leicestershire/Derbys border, where you will be part of a dynamic team dedicated to delivering exceptional client service. With a strong emphasis on employee growth, you will have access to comprehensive training and development opportunities, including support for industry qualifications. The company fosters a collaborative and friendly work culture, ensuring that every team member feels valued and empowered to contribute to the success of high-net-worth clients.
Contact Details:
North Oak Recruitment Limited Recruitment Team
