Wealth Management Client Manager | Hybrid Role

Company: North Oak Recruitment Limited
Apply for the Wealth Management Client Manager | Hybrid Role
Location: Leicester Forest East
Job Description:

North Oak Recruitment Limited seeks an experienced Client Manager (wealth management administrator) to own a portfolio of clients and deliver high-quality administration support from our Leicestershire offices. You will act as the internal contact, ensuring accurate records and timely processing of transfers, contributions, and investment changes.

The role requires a minimum of 2 years in financial services administration, strong pensions/investment knowledge, and excellent client communication.

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Posted: October 11th, 2026