The Investment Administrator role is required to assist Investment Manager(s) in providing investment management services and/or investment advice to a range of significant private clients and professional intermediaries.
General
A Well-known investment firm is looking for an Investment Administrator who will play a vital role working with our Investment Managers to ensure the department functions effectively and efficiently.
A Well-known investment firm is looking for a junior/ assistant Investment Manager who will play a vital role working within the investment team to ensure the department functions effectively and efficiently.
Basic £30,000 - £35,000 plus excellent package
What You Will Do
Monitoring clients' portfolios regularly to meet clients' investment objectives.
Our client is a well respected national firm of independent financial advisers, they are currently recruiting an IFA Administrator for their Marlborough offices.
The successful candidate will act as the point of contact for client queries with regards to pensions and investments as well as liaising with product providers and covering all aspects within the general office administration.
We are currently seeking a highly skilled Financial Administrator to join our client's busy Marlborough office.
Are you looking to develop your Financial Administration skills by joining a market-leading wealth management company with an established and successful administration team?
If the answer is yes, we have the opportunity you are looking for!
The Role: The Senior Administrator is a highly involved support role, working closely with the Co-Founder and Chartered Wealth Manager, assisting with the delivery of an exceptional financial advice and wealth management service to a select number of private clients.
Based in the Wiltshire countryside (SN5), Lexington Wealth Management are an independent, family run financial planning business.
As a key member of their small, collaborative team, you will enjoy a highly varied and responsible role where you will be able to make a significant and valued impact on the business, the team and the client experience.
Reed Accountancy are seeking an Assistant Accountant to provide essential support to the private businesses, charities, and personal finance of a High Net Worth family.
This role is integral to ensuring the smooth operation of the family's financial affairs, offering a unique opportunity to work within a dynamic finance department.
Day-to-day of the role
Coding, preparing, and posting the family's bank transactions.
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private individuals and business owners.
About our client
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
Bond Recruitment is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Marlborough offices.
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning
Are you a motivated Paraplanner looking to develop your financial career by joining a market-leading wealth management company with an established and successful team?
If the answer is yes, we have the opportunity you are looking for!
Do you have the skills to thrive under the challenge of an evolving and growing environment that encourages you to excel?