Atwal Wealth Management in Solihull is seeking an experienced Administrator to own case progression and annual review packs in a fast-growing wealth management practice. This role develops toward paraplanning and requires proactive liaison with providers to keep pipelines moving.
You will manage end-to-end case progression, maintain excellent file hygiene, and support the Advisers and Operations Lead by handling administrative tasks with precision and pace.
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Wealth Admin & Paraplanning Path - Case Owner (Solihull) employer: Openwork LLC
Openwork is an exceptional employer that fosters a collaborative and inclusive work culture, making it an ideal place for a Data Governance Analyst to thrive. With a strong emphasis on employee growth, the company offers comprehensive benefits including a competitive salary, generous holiday allowance, and opportunities for volunteering, all while supporting a positive data-driven environment in Swindon. Join us to develop your career in data governance and make a meaningful impact within a supportive team.
