North Oak Recruitment is recruiting a Financial Services Administrator / Client Services Coordinator for a Nottinghamshire-based role. You will support two Financial Planners, maintain client data on internal systems, and assist with valuations, meeting packs and documentation.
The role is office-based for at least the first year, with front-of-house responsibilities and a focus on professional client service. Training will be provided, and progression into wealth management is encouraged.
#J-18808-Ljbffr
Wealth Management Admin & Client Services Coordinator in West Bridgford 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.
