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.
As they continue to grow, they are looking for a passionate investment professional to join the team.
Job Description
Recruit UK are working with a longstanding and highly successful investment management firm, who are pioneers in the ethical investments and developing unique propositions to align with each client's values and goals.
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.
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.
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.
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.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Chelmsford.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.