North Oak Recruitment Limited seeks a Client Experience Administrator to support Partners and high-net-worth clients from the Leicestershire/Derbys border. You will handle admin tasks, prepare client packs and ensure data accuracy in our back-office system.
Reporting to a Senior Client Experience Executive, you will aid in maintaining regulatory standards and provide day-to-day admin support, including reception and post management, while building strong client relationships.
Client Experience Finance Administrator in Lockington 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.
