Wealth Management Administrator

3 weeks ago


Watford, Hertfordshire, United Kingdom Financial Divisions Full time

Role Summary

We are seeking a skilled Client Relations Manager to join our team at Financial Divisions. As a key member of our operations team, you will be responsible for building and maintaining strong relationships with our clients, ensuring their needs are met and exceeded.

Key Responsibilities

• Conduct end-to-end administration and support the entire back-office function within the business.

• Provide exceptional client service, responding to queries and resolving issues in a timely and professional manner.

• Work closely with our advisers to ensure seamless delivery of our services to clients.

Requirements

We are looking for a graduate with a relevant degree and a keen interest in wealth management and financial planning. Full training and support will be provided within the role, and you will be encouraged to study towards the level 4 diploma in regulated financial services.



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