Wealth Management Client Services Specialist

Shearwater Recruitment is partnering with an established wealth management practice in Elstree to recruit a Client Administrator. This permanent, full-time, office-based role supports Financial Advisers with client administration, onboarding and paraplanning, with the emphasis on telephone contact and excellent service.

You will handle meetings, documentation, and ongoing admin, while ensuring FCA compliance and Consumer Duty requirements are met.

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