Cathedral Appointments is recruiting on behalf of a well-established wealth management business in Exeter for a Wealth Management Administrator to join on a temporary basis. This is a key support role, helping advisers deliver an accurate, responsive service to their clients.
Working closely with financial advisers and paraplanners, you will manage the administration behind client reviews, new business and ongoing servicing across pensions and investments.
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We are currently recruiting a Wealth Management Administrator – Temporary Role, Exeter for our team in Exeter, England, United Kingdom.
Learn more about the Wealth Management Administrator – Temporary Role, Exeter role in the description above.
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