Job Description
UP TO £32k DOE | FLEXIBLE WORKING | EXETER Our client, a well-established wealth management firm based in Exeter with over a decade of experience, is seeking an experienced and highly motivated Client Support Administrator to join our Strategic Financial Planning and Portfolio Management team. The ideal candidate will be a self-starter with substantial experience in financial services administration, particularly in managing client onboarding, application processing, and portfolio management support. This role offers Full-Time, Monday to Friday, 9 AM - 5 PM (Flexible on specific days) Assist with portfolio management, maintaining accurate client data, and refining processes for efficiency Extensive experience in financial services administration, with expertise in financial products, client onboarding, and portfolio management * Strong organisational skills and attention to detail, ensuring accuracy in client information and financial transactions * Excellent interpersonal skills, capable of effectively interacting with high-net-worth clients and internal stakeholders Hybrid Working * 25 Days Holiday Plus Bank Holidays * Standard Auto-Enrolment Pension * Private Medical Insurance *