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
The Openwork Partnership is an exceptional employer, offering a supportive and inclusive work culture that prioritises personal and professional growth. With a competitive benefits package, including a generous pension scheme and flexible working options, employees are empowered to balance their careers with personal commitments. Located in Swindon, this part-time Board and Governance PA role provides a unique opportunity to contribute to a dynamic team while enjoying the advantages of a company recognised as one of the Best 100 Large Companies to work for in 2022.
