Wealth Management Admin - Client Onboarding & Reports
Job in
Epsom, Surrey County, KT17, England, UK
Listed on 2026-07-28
Listing for:
Artemis Clarke Ltd
Full Time
position Listed on 2026-07-28
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Business Administration -
Administrative/Clerical
Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
Artemis Clarke Ltd in Epsom is seeking a Wealth Management Administrator to support an IFA practice with first-class administration. This office-based role involves preparing financial planning reports, producing client letters, and liaising with product providers to obtain fees.
You will maintain client records, assist onboarding and annual reviews, and use MS Office to deliver organised service. Previous financial services experience is desirable.
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