North Oak Recruitment is recruiting for a Client Relationship Manager (Financial Services Administrator) in Leicester, office-based with hybrid potential after qualification. Salary to cΒ£27,000 pa + benefits.
Join a Wealth Management Company and manage a portfolio alongside a Wealth Management Consultant. You will support meetings, prepare materials, handle communications, and liaise with providers to ensure high-quality client service.
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Wealth Management Client Relations Administrator in Leicester 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.