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Wealth Management Admin Specialist Qualifications
Job in
Altrincham, Greater Manchester, WA14, England, UK
Listed on 2026-09-04
Listing for:
Forrest Recruitment
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Forrest Recruitment is seeking a Senior Client Administrator in Altrincham. The role supports a wealth management team, handling admin tasks related to investment, pension and protection applications, and maintaining client records within CRM systems.
The ideal candidate has experience in wealth management or financial planning and is detail-oriented, well-organised, and capable of progressing within the team. Funding for qualifications is available, with opportunities for progression.
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