Manage and develop a client portfolio, ensuring a good relationship, understanding their needs, and overseeing work-in-progress against budgets and fees.
Ensure assignments are complete before submission to Partners.
We are recruiting for a leading wealth management firm in Marlow, known for its personal approach and dedication to helping clients navigate the complexities of financial decisions.
Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning?
Join a team where your expertise shapes the future of financial advice.
Posted by Austyn Smith Associates Limited • £27K/yr to £32K/yr
We are a small, established, boutique wealth management practice and are looking for someone who can work efficiently and accurately, work to deadlines and prioritise when necessary.
Are you looking for a challenging role that allows you to take ownership of your workload?
Are you a team player who can multitask and help us coordinate and develop our office support?
The role focuses on managing investment risks within a portfolio of fixed-income assets for a Shareholder/Non-Profit portfolio.
Responsibilities include oversight and challenging of fixed-income and derivative managers, maintaining a Derivative Risk Policy, and generating monthly management information (MI) reports.
The role supports the Asset Liability Management (ALM) team in handling fixed income within the Matching Adjustment fund and provides SME support on rates, credit, and derivative risks.