As an Administrator at Solasta Wealth Management, you will play a vital role as part of our fast-paced team.
Solasta Wealth Management is a well-established and highly successful Wealth Management practice providing bespoke face-to-face financial advice to individuals and businesses throughout the UK.
As an appointed representative of St. James's Place Wealth Management, we pride ourselves on delivering exceptional service and tailored solutions to meet our clients' needs.
The Block Management Assistant is responsible for the day-to-day administrative side of the business working for a team of portfolio managers.
You will be typing, undertaking mail merges, answering the phone, directing calls, dealing with clients and contractors, arranging meetings and appointments, updating spreadsheets and preparing weekly / quarterly reports.
General
Reports to: Associate Directors, working for the Senior Portfolio Managers and Portfolio Managers on a daily basis
This Fund Accountant Role will help the Firm scale the finance function, put new processes in place and refine existing ones.
This newly created Fund Accountant will form a key part of the Finance team for a rapidly growing Private Equity firm paying £70,000 to £100,000 depending on experience and currently operating a 3 day a week in the office with a Discretionary bonus.
The Fund Operations Associate needs to do suppor with all fund administration and support tasks for the clients fund which is mainly UCITs.
The financial services client is one of the largest investment management companies in Japan, offering discretionary investment management, investment trusts and advisory services to a range of institutional investors, pension funds, government agencies and retail investors worldwide.
They are a growing presence in the City of London and are looking to add their Operations department.
Our client is a boutique wealth planner, asset manager and employee benefits specialist.
General
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.