A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
The company has been operating for over 20 years and has built an outstanding reputation for providing holistic advisory services to local families, retirees and some City professionals.
But there will be an expectation that you would want to grow their offering and onboard new cases via recommendation and referral.
As an Investment Support Senior Administrator, you would deliver an efficient and accurate service, including general client maintenance and supporting the investment team supervisors with training and dealing with medium risk tasks.
A fantastic opportunity to join one of the UK's leading independent financial advisory and wealth management firms.
Key Responsibilities as our Investment Support Senior Administrator will include
Quality checking of all Reporting aspects (DIS/IAS& Legacy/PMS/MiFIDII).
A key client of ours whom we have placed 3 staff with in the past, are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business.
Plus bonus and benefits package
Initially you will be responsible for establishing meaningful relationships with these clients, via face-to-face meetings where possible.
Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions.
Their mission is to improve everyone's relationship with their wealth: to make it a positive force for their future and, at the same time, to prevent it being a source of anxiety.
They want everyone who works there to be proud, and to derive fulfilment and meaning from their work.
Our client is seeking an experienced Senior Associate to bolster their high-performing team.
The chosen candidate will possess a deep understanding of the investment industry and will be instrumental in identifying, recruiting, and securing senior-level investment professionals for their clientele.
Our Client
Our client is a preeminent executive search firm headquartered in London.
Our client, a well-established and successful financial advisory firm, are looking for a senior administrator to join the team; The firm are eager to find an individual who possesses a deep knowledge of all areas of financial advice as-well as an individual who has an excellent work ethic and strong client morals.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
You will assist in the procurement and processing of new business, the servicing of existing clients, and the provision of an excellent service to all clients.