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Wealth Management Operations Specialist

Job in Exeter, Devon, EX2, England, UK
Listing for: Burgh Recruitment
Full Time position
Listed on 2026-06-11
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Burgh Recruitment in Exeter is seeking a Wealth Administrator to join their client service team. This key operational role supports financial planners in delivering an excellent client experience through effective administration and organized communication.

The ideal candidate will possess strong administration skills, attention to detail, and be comfortable managing client interactions. This position offers opportunities for career advancement within a respected wealth management practice.

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