Shearwater Recruitment Limited is working with an established wealth management practice in Elstree to recruit a Client Administrator. This role supports the Financial Advisers through client administration, day-to-day client contact and an introduction to paraplanning.
You will be the main point of contact on the phone, arranging annual reviews, chasing information and handling enquiries while staying organised and compliant with FCA regulations.
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For the Wealth Management: Client Services & Admin position at Shearwater Recruitment Limited., we are reviewing applications now.
The position is based in Inverurie, Scotland, United Kingdom.
This opportunity is part of our work in Finance.
The advertised compensation is 25.000 - 29.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Wealth Management: Client Services & Admin role in the description above.