North Oak Recruitment Limited seeks an experienced Client Manager (wealth management administrator) to own a portfolio of clients and deliver high-quality administration support from our Leicestershire offices. You will act as the internal contact, ensuring accurate records and timely processing of transfers, contributions, and investment changes.
The role requires a minimum of 2 years in financial services administration, strong pensions/investment knowledge, and excellent client communication.
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Wealth Management Client Manager | Hybrid Role 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
