Recruit Wealth Limited is seeking a Client Administrator to join their Advice Operations team in Royal Leamington Spa. This role involves supporting Financial Planners and ensuring clients receive exceptional service throughout their financial planning journey. The company offers a technology-driven environment with excellent career prospects and ongoing professional development.
Key responsibilities include managing new business processes, liaising with third parties, and maintaining client records. The ideal candidate should have a background in Financial Planning or Financial Services, strong organisational skills, and proficiency in relevant systems.
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