Partners Wealth Management LLP is seeking an experienced administrator to support advisers and deliver a compliant, efficient client service. You will handle telephone and administrative tasks, liaise with clients and providers, and help manage the advice journey from initial contact through to positive outcomes.
You will draft clear client communications, maintain accurate records, and contribute to a culture of high service standards. A focus on professional development and exams is encouraged.
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Wealth Management Admin Specialist (12-Month FTC) employer: Partners Wealth Management LLP
As an Administrator at our company, you will be part of a dynamic team dedicated to providing exceptional service to clients. We pride ourselves on fostering a collaborative work culture that encourages professional growth and development, offering comprehensive training and support to help you excel in your role. Located in a vibrant area, we provide a stimulating environment where your contributions are valued, and you can make a meaningful impact on the client experience.
Contact Details:
Partners Wealth Management LLP Recruitment Team
