Wealth Management Admin & Client Support
Job in
Derby, Derbyshire, DE1, England, UK
Listed on 2026-07-24
Listing for:
Ips Group
Full Time
position Listed on 2026-07-24
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Ips Group is seeking a highly organised Financial Services Administrator to join a market-leading wealth management business. You will provide accurate client administration support to a successful financial planning team while upholding high standards of service, compliance and records.
You will maintain client records, process applications and letters of authority, liaise with providers and clients, and support advisers with meeting preparation and ongoing client servicing.
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