At a Glance
- Tasks: Support Financial Planners by preparing client documentation and processing new business.
- Company: Established Wealth Management practice in Hambledon with a strong reputation.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Proactive role with a focus on delivering exceptional client service.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 25000 - 32000 £ per year.
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.
Wealth 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
