Recruit Wealth Ltd is seeking an experienced Client Administrator to support Financial Planners and the wider operational team in Borehamwood. You will manage end-to-end new business administration, ensure accuracy, and deliver outstanding client service via phone and email.
In this hybrid role, you will liaise with providers and third parties, maintain compliant client records, and contribute to process improvements while developing your expertise in financial planning and wealth management.
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IFA Admin & Client Service Specialist (Hybrid) in Borehamwood employer: Recruit Wealth Ltd
Recruit Wealth Ltd is an excellent employer that prioritises a modern and supportive work culture, offering flexible hours and an early finish on Fridays to promote work-life balance. Employees benefit from collaborative teamwork with experienced Financial Planners, ensuring ample opportunities for professional growth and development in the financial planning sector. The company's commitment to tailored solutions and technical excellence makes it a rewarding place for those seeking meaningful employment.
