Client Administrator - Wealth Management
We are currently working with a national Wealth Management organisation to recruit a Client Administrator to join their growing Cheltenham office.
Our client is a highly reputable business with three offices in the UK. Their current requirement is for a Client Administrator to join their team, the focus of this position will be to provide telephone, email and face to face support to the companies’ clients. Your role will be to develop and maintain relationships with existing and prospective clients, professional partners and introducers.
The client is looking for a personable and professional individual that has previous Financial Services experience. You will be comfortable on the phone talking clients, provers and all 3rd parties, ideally you will have market exams but this is not essential. Candidates from a banking, wealth management, mortgage or pensions background would have a distinct advantage.
You will be joining a renowned business where you can have a long-term career. You will be given full support for all market exams and will be given the opportunity to further progress within the business.