Partners Wealth Management LLP is seeking a proactive Receptionist/Office Administrator to support Advisers, manage the Solihull office reception, and maintain a professional client experience.
You will handle switchboard calls, coordinate meetings, process adviser fees, and ensure accurate records in Xplan, while liaising with the Operations team to uphold service standards and regulatory compliance.
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Wealth Management Client Services Associate (Solihull) 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
