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Client Administrator - Wealth Planning

Posted 10 days 12 hours ago by Finlink Ltd

Permanent
Full Time
Other
Hertfordshire, Borehamwood, United Kingdom, WD6 1
Job Description

Finlink Ltd in Borehamwood is seeking an experienced Financial Services Administrator or Client Administrator to support Financial Planners, Personal Assistants and Paraplanners in delivering the advice process.

This is a hands-on role requiring ownership of new business processing, updating client records, handling letters of authority and maintaining smooth provider communications to ensure excellent client service.

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