Hybrid Financial Services Administrator – Wealth Management in North Walsham

Hybrid Financial Services Administrator – Wealth Management in North Walsham

North Walsham Full-Time On-site
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Polkadotfrog Limited is seeking a Financial Services Administrator to join a well-respected, wellbeing-led financial services business near Norwich. You will support a busy client services team and ensure high-quality service for clients.

You'll handle day-to-day general office duties, manage appointments, prepare client letters and illustrations, and assist with pension and investment submissions, including fund switch trading on platforms like Intelliflo and Xplan.

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Hybrid Financial Services Administrator – Wealth Management in North Walsham employer: polkadotfrog Limited

Polkadotfrog is an excellent employer, offering a hybrid working model that promotes work-life balance while ensuring a supportive and wellbeing-focused environment. Employees benefit from competitive salaries, bonuses, and opportunities for professional growth within a client-centric team, making it an ideal place for those seeking meaningful and rewarding careers in financial services near Norwich.

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Contact Details:

polkadotfrog Limited Recruitment Team