Job Description
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.
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The role requires experience in financial advisory/wealth management administration, knowledge of pensions, investments, and protection products, and solid MS Office and CRM skills.
📌 Wealth Management Practice Coordinator (South Australia)
🏢 Reset Recruitment
📍 South Australia
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