Wealth Management Coordinator

1 week ago


Poole, Poole, United Kingdom Recruit UK Ltd. Full time

We are seeking a highly motivated and organized Wealth Management Coordinator to join our team at Recruit UK Ltd. in Poole.

In this role, you will be responsible for coordinating the administrative aspects of our wealth management services, ensuring smooth delivery to our clients.

Your key duties will include:

  • Coordinating with financial planners and clients
  • Preparing client reports and documents
  • Managing client relationships and communications

**About Us:**

We are a leading recruitment agency specializing in finance and administration roles. Our team is dedicated to providing exceptional service to our clients and candidates.

**What We Offer:**

  • A competitive salary of up to £30,000 per annum
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment


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