Senior Wealth Admin – UHNW Client Focus | 25 Days

Financial Divisions, a wealth planning practice near Guildford, is seeking an experienced Financial Administrator to join the office-based team. You will handle client communications, prepare documentation, and support in client reviews and new business processes.

Typical duties include writing letters of authority and valuations, scheduling reviews, collecting data from providers, submitting applications, and ensuring fee schedules and records are up to date.

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