atomos wealth is seeking a proactive Client Administrator to support Financial Planners in our London office. You will manage admin processes that underpin professional advice, ensuring timely, accurate service for clients and advisers.
In this role you’ll maintain records, prepare reviews, and help with scheduling while building trusted relationships with clients and planners. Excellent attention to detail and a client-centric approach are essential.
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We have an opening for a Remote Financial Planning Client Services Specialist in City Of London, England, United Kingdom within Finance.
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This posting is for the Remote Financial Planning Client Services Specialist role at atomos wealth, based in City Of London, England, United Kingdom.
We are looking to fill the Remote Financial Planning Client Services Specialist position at atomos wealth in City Of London, England, United Kingdom.