Senior Wealth jobs in North West

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SENIOR WEALTH ADMINISTRATOR

Manage the CRM system to ensure the delivery of ongoing service requirements, maintaining accurate data and client records. To obtain valuations, quotations and illustrations and supporting documentation in preparation for and fol...

CompanyOpenwork Services Limited
AddressReading, Berkshire
CategoryAdministrative
Salary£28,000 - £32,000/annum
Job typePermanent
Date Posted 2 months ago See detail

Senior Wealth Administrator

Openwork Services Limited

Reading, Berkshire

£28,000 - £32,000/annum

Manage the CRM system to ensure the delivery of ongoing service requirements, maintaining accurate data and client records. To obtain valuations, quotations and illustrations and supporting documentation in preparation for and fol...

Senior Administrator - Wealth Management

Njr Recruitment Ltd

Wythenshawe, Greater Manchester

£25,000 - £28,000/annum

Forming part of one of the largest firms of Wealth Managers in the UK, our client offers first class training and support and ongoing career development.The successful Candidate will be responsible for;" Point of cont...