Wealth Management Administrator jobs in Middlesex, England

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WEALTH MANAGEMENT ADMINISTRATOR

Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client a...

CompanyAlderley Park Recruitment
AddressMiddlesex, England
CategoryAdministrative
Salary£30,000 Annual
Job typePermanent
Date Posted 6 days ago See detail

Wealth Management Administrator

Alderley Park Recruitment

Middlesex, England

£30,000 Annual

Client correspondence, written and verbal. Processing New Business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client a...