More jobs:
Wealth Planning Admin & Client Services Specialist
Job in
Stoke-on-Trent, Stoke, Staffordshire, EX39, England, UK
Listed on 2026-07-24
Listing for:
CMD Recruitment
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
CMD Recruitment is seeking a diligent financial services administrator to support advisers and wealth/pension professionals in a busy, client-focused environment. You will maintain client data, prepare documentation, and handle servicing requests.
You will work with CRM and back-office platforms, coordinate with providers and colleagues, and ensure timely, accurate records while keeping compliance in mind. This hands-on role offers opportunities for professional growth within a collaborative
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