Wealth Management Admin Lead – CRM & Portfolio Support

Company: Required IT
Apply for the Wealth Management Admin Lead – CRM & Portfolio Support
Location: Leicester
Job Description:

Required IT is looking for a Senior Administrator for their Financial Services client based in Leicester. The ideal candidate will have prior experience as a Financial Services Administrator in a Wealth Management Services company and will manage typical administrative tasks such as greeting clients, maintaining the FCA day book, and managing documents.

This role offers a great opportunity for career progression while working in a dynamic financial environment.

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Posted: July 6th, 2026