North Oak Recruitment is supporting a growing independent financial planning company in recruiting an Administrator / Client Services Coordinator in Nottinghamshire. The role focuses on providing administrative support to two Financial Planners and being the first point of contact for clients.
Full training will be provided; the role is office-based for at least the first year, with responsibilities spanning client data management, document preparation, and handling enquiries.
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Wealth Management Admin & Client Services Coordinator in Nottingham 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.
