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Wealth Client Services Manager
Job in
Leicester, Leicestershire, LE1, England, UK
Listed on 2026-07-20
Listing for:
Boolers
Full Time
position Listed on 2026-07-20
Job specializations:
-
Administrative/Clerical
Business Administration -
Finance & Banking
Business Administration
Job Description & How to Apply Below
Boolers in Leicestershire is seeking an experienced portfolio administrator to manage a defined client group, including individuals, companies, trusts and charities. You will maintain accurate client records and support the Investment Manager and Financial Planner with technical and administrative tasks.
Responsibilities include processing documents, creating meeting packs, handling transfers and fees, and liaising with pension teams to ensure compliant, timely service for clients.
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