Atwal Wealth Management in Solihull is seeking an experienced Administrator (with potential to move into paraplanning). You will own the end-to-end progression of wealth management cases, prepare annual review packs, and proactively liaise with providers to secure LOAs and schedules.
The role is 100% office-based with the possibility to progress into Wealth Advice. The successful candidate will be highly organised, detail-focused and able to work under pressure in a fast-paced environment.
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For the Senior Wealth Management Administrator — Paraplanning Path position at Openwork Limited, we are reviewing applications now.
As a Senior Wealth Management Administrator — Paraplanning Path, you will play an important part at Openwork Limited in Metropolitan Borough of Solihull, England, United Kingdom.
We invite applications for the Senior Wealth Management Administrator — Paraplanning Path position located in Metropolitan Borough of Solihull, England, United Kingdom.