Business Operations Assistant

4 days ago


Wolverhampton, Wolverhampton, United Kingdom Ashdown Group Full time
Job Summary
We are looking for an Administrator with Wealth Management experience to join our team in Telford/Wolverhampton. As a Client Services Administrator, you will play a key role in supporting our Advisors with business tasks and client meetings, ensuring the delivery of excellent customer service.

Responsibilities
  • Supporting Advisors with client meetings and business tasks
  • Preparing client meeting packs and other documents
  • Ensuring GDPR & FCA protocols are followed

The successful candidate will have experience in inputting CFR documents and have a good understanding of Wealth Management processes. The salary range for this role is £23,000 - £27,000 plus benefits.

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