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Wealth Management Admin – Client Service & Back-Office
Job in
Grimsby, Lincolnshire, DN32, England, UK
Listed on 2026-08-12
Listing for:
Energy Jobline ZR
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Grimsby-based financial planning firm is seeking a Wealth Management Administrator to join its team. You will handle client queries related to pensions, investments, and protection, and support advisers and paraplanners with annual and tri-annual reviews.
You will deliver high-quality back-office support, arrange client meetings, manage diaries, and maintain accurate records in line with company procedures. Strong communication and organisational skills are essential.
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