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Wealth Management Administrator – Client Services & Reports

Job in Epsom, Surrey County, KT17, England, UK
Listing for: Artemis Recruitment Consultants Ltd
Full Time position
Listed on 2025-12-30
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
A financial recruitment agency is seeking a Wealth Management Administrator to support an IFA practice in Epsom. The role includes preparing financial reports, liaising with product providers, and maintaining client information. Ideal candidates will have administrative experience in financial services and strong organizational and communication skills. This office-based position requires attention to detail and a proactive approach to client service.
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