Reset Recruitment Ltd in Brighton is seeking an experienced Wealth Management Practice Administrator to join a well-established financial advisory practice. The office-based role supports the Financial Adviser and the wider team, ensuring smooth day-to-day operations and a professional client service.
Responsibilities include client greeting, diary management, preparing packs, maintaining CRM records, processing applications, and assisting with reporting and client events.
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Wealth Management Practice Admin & Client Liaison in Brighton employer: Reset Recruitment Ltd
Join a highly reputable and forward-thinking accountancy practice in Eastbourne, where you will have the opportunity to take on a senior role and manage a diverse client portfolio. The company is dedicated to employee growth, offering professional development and in-house training, alongside a supportive work culture that values autonomy and teamwork. With competitive benefits including private health insurance and a generous pension contribution, this is an excellent employer for those seeking meaningful and rewarding employment.
