Thompson & Terry Recruitment are working with a well-established Wealth Management practice in Hambledon to recruit an experienced Financial Services Administrator to support a team of Financial Planners.
You will prepare client documentation, process new business, liaise with providers, maintain accurate client records and assist advisers and the client servicing team with a proactive, highly organised approach to delivering an exceptional service.
#J-18808-LjbffrWealth Management Administrator - Client Services Pro employer: Thompson & Terry Recruitment
Join a thriving, sustainability-led SME in Chalgrove, where your role as a Finance Administrator will not only support vital environmental projects but also offer you a people-first work culture. With an unlimited training budget, flexible working patterns, and generous benefits including unlimited annual leave, you'll have the opportunity to grow your career in a supportive, dog-friendly office environment that values professional development and team collaboration.
Contact Details:
Thompson & Terry Recruitment Recruitment Team
