North Oak Recruitment Limited represents a well-established wealth management firm in Leicestershire seeking a Client Manager (wealth Management Administrator) to act as the in-house contact for a portfolio of clients. You will manage administration, maintain records, and support the Investment Manager and Financial Planner.
With at least 2 years in financial services administration, you will handle pensions, investments, client communications, and regulatory paperwork across platforms such as
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We are looking to fill the Wealth Management Client Lead (Hybrid) position at North Oak Recruitment Limited in Leicester, England, United Kingdom.
We are currently recruiting a Wealth Management Client Lead (Hybrid) for our team in Leicester, England, United Kingdom.
This is a genuine opportunity to take on the Wealth Management Client Lead (Hybrid) role at North Oak Recruitment Limited.
As a Wealth Management Client Lead (Hybrid), you will play an important part at North Oak Recruitment Limited in Leicester, England, United Kingdom.