Atwal Wealth Management in Solihull is seeking an experienced Administrator to own case progression end-to-end and support paraplanning potential. This role is 100% office-based at our Solihull office, requiring proactive provider liaison and meticulous administration to keep client pipelines moving smoothly.
You will manage annual review packs, verify valuations, and maintain rigorous records while supporting Advisers and the Operations Lead in day-to-day tasks.
#J-18808-Ljbffr
Wealth Admin & Paraplanning Pathway (Solihull) in Olton employer: Openwork Limited
At The Openwork Partnership, we pride ourselves on being a dynamic and inclusive employer that invests in the growth and development of our colleagues. Located in Swindon, we offer a competitive benefits package, including a generous salary, bonus scheme, and flexible working arrangements, all within a supportive culture that values individuality and promotes work-life balance. Join us to be part of a team that is committed to continuous improvement and making a meaningful impact in the investment servicing sector.
