Working for this Global Asset Manager in their Multi Asset Team,which covers a variety of portfolios: Rules Based (implementing trades based upon a set pre-determined rules), Passive (seeking to match an index), trading based on investment advice or external instructions, managing the cash and FX hedging activities for private equity or debt funds.
The administrative tasks and routines: managing funds and mandates requires various operations periodically, depending on the guidelines, settings and expectations.
In order to meet operational requirements, the role will be engaged in conducting tasks with diligence and carefulness.
An exciting opportunity awaits a motivated individual to join a reputable wealth planning firm in Dorking as an Investment Administrator
Our client is a well-established wealth planning firm catering to high-net-worth private clients, including retirees, accumulators, local families, and SME owners based in Surrey, London, and abroad.
With a client base of over 200 families and an average of £1 million in assets per client, they have built genuine relationships that go beyond managing financial affairs.
An exciting opportunity has arisen for a skilled and organised individual to join a forward-thinking financial planning team as a Senior Investment Operations Administrator.
This role offers the chance to make a significant impact within a dynamic environment that values professionalism, efficiency, and client satisfaction.
This role is based in the City of London and will be based in office for only two days a week and three days working from home.
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.
Are you an experienced IFA Administrator looking for your next opportunity where you are valued, highly rewarded for your hard work and provided with the opportunity to develop your career even further?My Client is a highly respected and well-established wealth management firm based in newly refurbished offices based in the City who due to promoting their current Administrator into Paraplanning, are looking for a new experienced IFA Administrator.
And excellent benefits package including Bonus, 25 days annual leave (plus Bank Holidays and three-day Christmas closure) DIS, good pension, Private Medical, Income Protection, Employee Share Scheme
Opportunity Highlights
Be part of a growing dynamic team of professionals all striving to provide a first-class service to their Clients.
You will be supporting Directors/Advisers with administration across pensions, investments, and protection.
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.
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.
Fund Administration oversight: instruct subscriptions, redemptions, and switches into funds.
General
As part of the Investor Relations team, our client is creating a new Fund Operations Analyst to take full ownership of the oversight of the administration of the internal investment vehicle for employees.
Our client is a fast-growing boutique systematic hedge fund, known for pioneering macroeconomics strategies with unmatched performance.
We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
You will be working with one Partner / Financial Adviser assisting them to deliver a first class professional client service level within an administrative capacity.
This role is provided on a full-time employed basis.
Key Role Responsibilities: Fund Administration oversight: instruct subscriptions, redemptions, and switches into funds.
As part of the Investor Relations team, our client is creating a senior Fund Operations role to take full ownership of the oversight of the administration of their large internal investment vehicle for employees.
Our client is a fast-growing boutique systematic hedge fund, known for pioneering macroeconomics strategies with unmatched performance.