Wealth Planning Admin & Client Services Specialist

Company: Rathbones
Apply for the Wealth Planning Admin & Client Services Specialist
Location: Leeds
Job Description:

Rathbones is seeking an Administrator – Advice Support in Leeds. The role involves processing new business and client servicing documentation, providing valuations, and maintaining data quality. The ideal candidate possesses excellent telephone manner, strong written communication skills, and knowledge of financial planning products. This is a permanent position in a central administration unit for financial and wealth planning.#J-18808-Ljbffr…

Posted: May 9th, 2026