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Wealth management admin – client experience & support

Worcester
CAP Resourcing LTD
Wealth manager
€27,000 a year
Posted: 10h ago
Offer description

CAP Resourcing LTD is seeking an organised and proactive Administrator to join their Wealth Management team in Worcester. This role involves supporting Advisers and clients, ensuring a smooth operation while contributing to an excellent client experience.

The ideal candidate will have experience in Financial Planning or Wealth Management, strong communication skills, and excellent multitasking abilities. The position promises in-house training, ongoing development, and various employee benefits including birthday day off, life assurance, and enhanced parental leave.

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