Atwal Wealth Management in Solihull is seeking an experienced Administrator to own end-to-end case progression, annual review packs, and proactive provider liaison. The role offers a clear path toward paraplanning, with a focus on compliance, CRM usage, and seamless client service.
The ideal candidate has proven wealth management administration experience, familiarity with provider portals and wrap platforms, and the ability to thrive in a fast-paced, detail-oriented environment.
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This role is for the Wealth Admin to Paraplanner Pathway — Solihull Office role at Openwork Limited.
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 Metropolitan Borough of Solihull, England, United Kingdom.
This opportunity is part of our work in Finance.