Resource Matters Ltd, a Leicester-based wealth management firm, is seeking a Portfolio Administration specialist. You will be the main internal contact for a portfolio of clients, handling queries and day-to-day administration, while coordinating meeting packs and notes for annual reviews.
The role requires experience in financial services administration, solid pensions/investments knowledge, and a willingness to work in a hybrid setup after initial training.
#J-18808-LjbffrWealth Admin Specialist - Hybrid, Pension & Perks employer: Resource Matters Ltd
Join a leading financial planning firm in London that prioritises employee growth and development within a supportive and professional environment. With competitive compensation, a comprehensive benefits package, and world-class back-office support, this role offers the perfect opportunity for a Chartered Financial Planner to thrive while building lasting client relationships. Experience a dynamic work culture that values innovation and collaboration, making it an excellent choice for those seeking meaningful and rewarding employment.
