Client Administrator
Manchester, Lancashire, United Kingdom
IDEX Consulting
review dates. Provide support to other teams as required. Knowledge and Experience Strong understanding of the UK wealth management industry. Level 4 qualification or working towards it; CISI or CFA study encouraged. Experience supporting multiple advisors, not just one-on-one. Understanding of risk and regulatory obligations. Proficiency in maintaining client data and communication. Attributes and Qualities Excellent communication and More ❯
Employment Type: Permanent
Salary: GBP Annual
Posted: