Atwal Wealth Management in Solihull is seeking an experienced Administrator to own case progression and annual review packs in a fast-growing wealth management practice. This role develops toward paraplanning and requires proactive liaison with providers to keep pipelines moving.
You will manage end-to-end case progression, maintain excellent file hygiene, and support the Advisers and Operations Lead by handling administrative tasks with precision and pace.
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We are currently recruiting a Wealth Admin & Paraplanning Path - Case Owner (Solihull) for our team in West Midlands, England, United Kingdom.
We invite applications for the Wealth Admin & Paraplanning Path - Case Owner (Solihull) position located in West Midlands, England, United Kingdom.
The following role is for a Wealth Admin & Paraplanning Path - Case Owner (Solihull) with Openwork LLC.
Our organisation is growing, and we are hiring a Wealth Admin & Paraplanning Path - Case Owner (Solihull) in West Midlands, England, United Kingdom.