Wealth Management Client Services Administrator

Ellis James Partners Ltd in Elstree, Hertfordshire, is seeking a Client Administrator to support day-to-day delivery of a high-quality service to clients. The role involves active client contact, onboarding, and collaboration with advisers to move cases forward.

You will handle meetings prep, maintain records, and assist with investment and pension matters, while developing a good understanding of pensions, investments, and protection within a wealth-management context.

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