Wealth Management Specialist

2 weeks ago


Stamford, Lincolnshire, United Kingdom RecruitMe Full time
Job Description

This IFA Financial Administrator opportunity is with a successful and progressive employee-owned wealth management firm based in the UK.


They are a reputable financial practice with a successful history providing fully independent financial advice to clients and have built a growing client base.

Key Responsibilities:

  • Providing administrative support to the financial team
  • Assisting with client onboarding and account management
  • Preparing financial reports and presentations
  • Coordinating with other departments to ensure seamless operations

About the Company:

RecruitMe is a leading recruitment agency specializing in financial services. We work closely with top financial institutions to find the best talent for their teams.



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