Shearwater Recruitment is working with an established financial planning and wealth management practice in Elstree to recruit a Client Administrator. This is a varied role supporting the practice's Financial Advisers, combining client administration, day-to-day client contact and an introduction to paraplanning.
The emphasis is on the telephone. You will be the person clients and prospective clients speak to, whether that is booking Annual Review Meetings, chasing outstanding information or
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Contact Details:
shearwater recruitment limited Recruitment Team
