Wealth Management Client Services Coordinator
Job in
Harrogate, North Yorkshire, HG1, England, UK
Listed on 2026-06-24
Listing for:
Lime People Search & Select Ltd
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Banking & Finance, Financial Services, Wealth Management
Job Description & How to Apply Below
Lime People Search & Select Ltd is urgently seeking a Client Services Administrator for its Harrogate offices. The role involves supporting Financial Planners by managing High Net Worth client interactions, preparing documentation, and developing processes to enhance client relationships.
The ideal candidate should have a minimum of 2 years experience in Financial Services, strong communication and numeracy skills, and familiarity with investment products, pensions, and ISAs.
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