North Oak Recruitment is currently recruiting for a Client Relationship Manager (Financial Services Administrator) to join a Wealth Management team in Leicester. The role involves supporting consultants, preparing client meeting materials, and handling communications with clients.
You will manage a portfolio of clients, update records, and use cashflow modelling software to aid wealth planning. A minimum of two years’ experience and a strong understanding of investments, pensions and estate
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Wealth Management: Client Relationship Manager in Coventry employer: North Oak Recruitment
Join a dynamic and growing independent financial planning company in Nottinghamshire, where your role as a Financial Services Administrator will be pivotal in supporting our dedicated advisers. We pride ourselves on fostering a collaborative work culture that values professional development, offering comprehensive training and a full benefits package to ensure you thrive in your career within wealth management. With a commitment to client-focused service, you'll enjoy a rewarding environment that encourages growth and excellence.
