Shearwater Recruitment Limited is working with an established wealth management practice in Elstree to recruit a Client Administrator. This role supports the Financial Advisers through client administration, day-to-day client contact and an introduction to paraplanning.
You will be the main point of contact on the phone, arranging annual reviews, chasing information and handling enquiries while staying organised and compliant with FCA regulations.
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Wealth Management: Client Services & Admin in Inverurie employer: shearwater recruitment limited
Join a well-established professional services firm in Aberdeen, where you will thrive in a supportive team environment that values accuracy and client service. With opportunities for personal growth and development, including potential study support for relevant qualifications, this role offers a competitive salary and the chance to make a meaningful impact within a dynamic organisation.
Contact Details:
shearwater recruitment limited Recruitment Team
