Atwal Wealth Management in Solihull is seeking an experienced Administrator to own end-to-end case progression, annual review packs, and proactive provider liaison. The role offers a clear path toward paraplanning, with a focus on compliance, CRM usage, and seamless client service.
The ideal candidate has proven wealth management administration experience, familiarity with provider portals and wrap platforms, and the ability to thrive in a fast-paced, detail-oriented environment.
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Wealth Admin to Paraplanner Pathway — Solihull Office 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.
