Business Operations Assistant
4 days ago
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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Business Administration Assistant
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Operations Assistant
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Supply Chain Operations Assistant
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Manufacturing Operations Specialist
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Group Operations Manager
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Financial Services Business Advisor
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Front Office Operations Manager
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Business Administration Apprentice
4 weeks ago
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Front of House Operations Manager
1 day ago
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Administrative Operations Manager
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Lead Business Development Manager
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Administrative Assistant
2 months ago
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Chief Operating and Financial Strategist
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