Wealth Management Practice Coordinator (Hobart)

Wealth Management Practice Coordinator (Hobart)

11 Sep
|
Reset Recruitment
|
Hobart

11 Sep

Reset Recruitment

Hobart

Wealth Management Practice Administrator is sought for a Brighton-based, office-based role supporting a Financial Adviser in a well-established wealth management practice.
You will manage diaries, prepare client packs, and maintain accurate records across CRM and back-office systems.
The role requires experience in financial advisory/wealth management administration, knowledge of pensions, investments, and protection products, and robust MS Office and CRM skills.
#J-*****-Ljbffr

📌 Wealth Management Practice Coordinator (Hobart)
🏢 Reset Recruitment
📍 Hobart

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