Our client is a Family Office, with the Principals being the beneficiaries of a number of family Trusts, holding liquid and longer-term financial assets.
The assets of the existing trusts will be divided and settled upon new trusts, with new Trustees, which will comprise three Channel Island based resident trusts, all of which will be held for the beneficiaries.
The adult beneficiaries are a brother and sister in their mid to late forties.
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.
Due to continued expansion our client have a vacancy for a part time Client Administrator working 20-25 hours per week, the role will include some office working in London, the rest will be based from home (minimum of one day a month in the office, the successful applicant can work in the office more if they desire).
Clark James Recruitment are working with a highly professional wealth business.
Company
Our client is a boutique wealth planner, asset manager and employee benefits specialist.
Sheridan ward is excited to be recruiting for a fabulous client based in Uxbridge, they are on the lookout for a new Administrator to join their growing and supportive team!
EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology.
With over 6000 employees, it supports 37 million people in 120 countries.
We are looking to recruit an Administrator to join our client's team in a facility tailored for residents with dementia.
Working closely with the Home Manager, the Administrator will manage the day-to-day administration of our home, including IT system maintenance.
As an Administrator, you will serve as the face of our organization, maintaining a professional image and being the initial point of contact for visitors.
Responsible for developing and maintaining effective governance and compliance.
Diary management and arranging committee meetings.
General
THE COMPANY: Our client is a global professional membership body, who are seeking a Governance Administrator to join the join the team for a 15 month FTC.
Well established wealth management practice based in the Gerrards Cross who require an additional administrator to complement their existing team.
The Role
To support Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
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.