To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
General
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.
To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
General
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.
Responsibilities
Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings and valuations.
We are pleased to be representing a well established and highly reputable wealth management and mortgage advisory business seeking to further expand their business.
Candidates will be responsible for being the first point of contact for clients, lenders and conveyancers with any queries on a particular mortgage case.
You will liaise with consultants and provide updates and handle any ongoing correspondence both written and verbal.
In order to ensure that their financial advisers are supported in providing first-rate financial advice and service to their large clientele, they are currently seeking applications from Financial Administrators with a minimum of one year of IFA/Private client administration experience in order to expand their support team.
Our client is a well-known, reputable Wealth Management company that has a stellar reputation for providing top-notch financial planning and guidance to its broad clientele, which includes trusts, charities, and high net worth people.
One of the UK's premier Wealth Management firms is currently seeking to recruit an experienced Wealth Planning Administrator to be based out of their offices in the City of London.
This role offers an exceptional salary and benefits package, combined with the flexibility of a hybrid working model.
The Role
Provide crucial administrative support to Wealth Planners, ensuring compliance with company processes.
My client is established, boutique and forward-thinking Independent, Chartered IFA Firm in Wimbledon, who due to expansion are looking to take on a versatile Financial Administrator who is looking for a new opportunity in Wealth Management.
You will be supporting Directors/Advisers with administration across pensions, investments, and protection.
This is an exciting opportunity for a Financial Administrator to join a dynamic and supportive environment, where you will play a key role in providing efficient administrative support to the team.
If you enjoy client interaction as part of your Admin role and are looking for an opportunity to progress your career within wealth management, this role will offer you variety in your daily tasks as well as greeting clients as they arrive for their meetings.
Plus excellent opportunity to progress your career within wealth management with hybrid working and great benefits package.
Excellent opportunity for a professional individual with strong communication skills and 12/18 months experience to join a top chartered IFA business in the West End.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Swanley, these are newly created roles to boost additional headcount.
Recruit Wealth are delighted to be representing a highly successful, well known national Financial Planning business with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.