Vacancy Description
Senior Wealth Administrator - Berkswell
Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company policy, including preparing and maintaining client records, data gathering and application form preparation and submission. The role will involve promoting the company’s services in a professional and FCA compliant manner.
Our client offers a hybrid working model from their office in Berkswell.
Key Responsibilities:
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