Fidelius is seeking a Wealth Management Administrator to support the Operations team with daily administration, including preparing financial planning reports and client letters. The role involves liaising with product providers, maintaining client records, and assisting with onboarding and communications.
The position requires strong MS Office skills, ability to deliver tasks to standards, and solid organisational abilities.
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Step into the Wealth Management Operations Specialist role at Fidelius in Bath, England, United Kingdom and grow with us.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Bath, England, United Kingdom.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 25.000 - 35.000.