Heat Recruitment Ltd jobs in London, England

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WEALTH MANAGEMENT ADMINISTRATOR

Liaising with clients on behalf of the wealth manager. Processing new business. Client onboarding via the back office system. Chasing providers. Producing client meeting packs. Assisting with client reviews. Monitoring and moving...

CompanyHeat Recruitment Ltd
AddressGolders Green, Greater London
CategoryAdministrative
Salary£30,000 - £35,000/annum
Job typePermanent
Date Posted a month ago See detail

Wealth Management Administrator

Heat Recruitment Ltd

Golders Green, Greater London

£30,000 - £35,000/annum

Liaising with clients on behalf of the wealth manager. Processing new business. Client onboarding via the back office system. Chasing providers. Producing client meeting packs. Assisting with client reviews. Monitoring and moving...