Wealth Management Administrator: Client Service & Growth

Confidential in West Yorkshire is seeking a Wealth Management Administrator to support Financial Planners and their clients across a broad range of financial products. Full-time, permanent, on-site role based near Wetherby.

You will manage client records, prepare documentation for meetings, track investments and deliver a high standard of client service while working closely with the client service team. Discretionary bonus, generous benefits and progression opportunities are offered.

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