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Wealth management client onboarding & admin specialist

Exeter
Permanent
Eversheds
Wealth manager
€27,500 a year
Posted: 19 December
Offer description

A leading wealth management firm in Exeter seeks a highly organised Client Administrator to support Financial Planners in managing client information and ensuring efficient service delivery. The role involves handling new business processes, maintaining accurate records, and liaising with providers and clients. The ideal candidate will have strong administrative experience, excellent attention to detail, and a proactive approach to improving client outcomes. Competitive salary up to £30,000 offered for this position. #J-18808-Ljbffr

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