Wealth Integration & Projects Coordinator (Remote)

Company: Confidential
Apply for the Wealth Integration & Projects Coordinator (Remote)
Location: Exeter
Job Description:

Confidential in Exeter/Bath/Plymouth seeks an experienced wealth client services administrator transitioning to strategic projects. You’ll support practice acquisitions, onboarding of new firms, and technology-enabled change across a growing group with remote work options.

You will coordinate cross-functional onboarding, data alignment on Curo, pilot new systems, and strengthen project management visibility across the group while enjoying hybrid working and study support.

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Posted: October 9th, 2026