Wealth Management Client Lead (Hybrid)

North Oak Recruitment Limited represents a well-established wealth management firm in Leicestershire seeking a Client Manager (wealth Management Administrator) to act as the in-house contact for a portfolio of clients. You will manage administration, maintain records, and support the Investment Manager and Financial Planner.

With at least 2 years in financial services administration, you will handle pensions, investments, client communications, and regulatory paperwork across platforms such as

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