- The Administrator plays a key role in the dynamic and challenging financial planning business. The position offers regular interaction with Directors, Senior Management, other key personnel, and clients - a great environment to gain exposure !
- This varied role covers client onboarding, assisting the Financial Advisers in ongoing client meetings and reviews, administration of client records and helping to resolve client queries and requests. A small friendly environment it offers excellent scope for learning and development.
Wealth Administrator Next
Posted: Apr 2026
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