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Senior Private Client Administrator (Wealth Management)
ROLE SPECIFICATION - Senior Private Client Administrator Purpose of Role To provide exceptional quality technical and general administrative support to the Private Client Director of a small and busy team. This is a demanding role assisting the Private Client Director in delivering an outstanding holistic financial planning service to new and existing clients. Accountabilities The role comprises, but is not restricted to: Client servicing and meeting preparation Build relationships with clients and lead on the management of client queries, resolving independently where possible, via phone/email Use appropriate systems and processes to submit new business to providers


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