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Senior wealth admin & client experience lead

Leicester
Willday Wealth Management
€35,000 a year
Posted: 15 June
The role

Willday Wealth Management is seeking a full-time Senior Financial Services Administrator for their Leicester office. The role involves supporting financial advisers with comprehensive administration tasks related to pensions, ISAs, and investment products.

The ideal candidate will have solid financial planning knowledge, excellent organizational and communication skills, and experience in financial services administration. Proficiency in CRM systems and Microsoft Office, particularly Excel, is essential. Relevant qualifications in financial services are highly advantageous.

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