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.
A Wealth and Asset Management company based in the City of London, are looking for an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team to deliver high quality client service to clients as well as suggesting improvements to working practices of the wider Client Administration department.
Involved from the start of the client relationship, working closely with the Investment Managers to discuss client requirements, arrange for the account opening, liaise with other internal teams and third parties and be in direct contact with the client or their representatives throughout the process
It's a hybrid role, 3 days in the office and 2 from home.
Due to highly exciting growth and expansion a fantastic opportunity has arisen to join a leading Investment Management firm based in the City of London.
A highly regarded national Wealth Management firm are looking to bolster their support function at their well established offices in Leeds with the addition of a further experienced investment administrator.
My client is looking to add a senior admin to their Securities Services business, part of CIB, provides specialist post-trade and asset servicing solutions to market participants, corporates, and issuers.
Our large multinational financial services client requires driven individuals to join their dynamic and growing workforce as a SeniorPensions Administrator.
This position is a permanent and the client is looking for an ambitious individual with a progressive attitude.
Office Flexibility: Working from Home availability (2 days per week).
Are you an adept Senior Financial Administrator within Private Client Wealth Management?
Our client has provided straightforward independent financial advice for many years in the Kent area and has built up a solid reputation with their clients and local professional services firms, who help supply them with a steady stream of new business enquiries.
They offer a straightforward non jargon based holistic approach to advice, taking the time to understand clients on both professional and personal levels.