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Wealth Management Finance Admin Specialist

Job in Ipswich, Suffolk County, IP1, England, UK
Listing for: Artemis Recruitment Consultants Ltd
Full Time position
Listed on 2026-01-11
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
  • Finance & Banking
    Office Administrator/ Coordinator, Business Administration
Job Description & How to Apply Below
A recruitment firm is seeking an experienced Financial Administrator to join their Wealth Management Practice based in Epsom. This role involves supporting Financial Advisers with comprehensive administrative tasks including client liaison, business processing, and use of CRM systems such as Salesforce. Key responsibilities include managing the Letter of Authority process, preparing for client meetings, and general administration tasks. The position will be office-based in Epsom.
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