Willday Wealth Management Limited is seeking an Experienced Financial Services Administrator to join our team in Leicester. The role supports advisers with technical financial planning tasks and handles client documentation, provider liaison, and CRM administration.
The ideal candidate has 3β5 years in financial services administration, is highly organized, and excels at communication, with solid knowledge of Microsoft Office and planning tools.
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Senior Financial Services Administrator β Wealth Management in Leicester employer: Willday Wealth Management Limited
Willday Wealth Management Limited is an exceptional employer located in Leicester, offering a collaborative and professional work environment where you can thrive. With a strong focus on employee growth, you will have the opportunity to mentor junior colleagues while engaging in meaningful work that supports both clients and advisers. The company values high-quality technical output and compliance, ensuring that your contributions are recognised and rewarded.
Contact Details:
Willday Wealth Management Limited Recruitment Team