North Oak Recruitment in Leicester is seeking a Senior Client Relationship Manager (Senior Financial Services Administrator) to join an award-winning Wealth Management Company. You will manage a portfolio of clients alongside a Wealth Management Consultant, with office-based work and potential hybrid after qualification.
The successful applicant will have 4–5 years in a similar role, a solid understanding of investments, pensions and estate planning, and excellent customer service and
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Senior Client Relations Manager - Wealth Management Hybrid in East Leake 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.
