Prestige Recruitment Group is seeking a Wealth Management Administrator for a growing financial planning firm in North Wales. The role involves supporting Financial Advisers and Paraplanners, processing new business, maintaining client records, and preparing documentation for client reviews to ensure an excellent client experience.
Ideal candidates will have wealth management administration experience, strong organisational and communication skills, and a commitment to compliance.
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Wealth Management Admin: Client-Focused Operations & Growth in Mold employer: Prestige Recruitment Group
Prestige Recruitment Group is an exceptional employer located in the vibrant city of Liverpool, offering a dynamic work culture that fosters collaboration and innovation. Employees benefit from continuous professional development opportunities, allowing for personal growth while contributing to meaningful financial education initiatives. With a focus on creativity and impactful content creation, this role provides a unique chance to blend financial expertise with engaging storytelling in a supportive environment.
Contact Details:
Prestige Recruitment Group Recruitment Team
