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Wealth management client administrator: process & support

Cardiff
Heat Recruitment
Wealth manager
€27,500 a year
Posted: 2 March
Offer description

A leading wealth management firm in Cardiff is seeking a highly organised Client Administrator who will support Financial Planners and manage the new business application process. The candidate will have strong administrative experience, attention to detail, and excellent communication skills. This role is crucial in maintaining accurate client records and ensuring exceptional service delivery. The position offers a competitive salary of up to £30,000.
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