Manager - Wealth and Asset Management - Tech Transformation
The Wealth and Asset Management industry is growing strongly and is facing high levels of change driven by themes such as regulation, cost optimisation and differentiation.
This includes regulated advice on pensions, tax, and general financial guidance, serving as the cornerstone of our wealth management offering.
Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business.
The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients.
Posted by Your Resourcing Partner Limited • £24K/yr to £28K/yr
We are recruiting for a Wealth Management Administrator to join an established Principal Practice of St. James's Place Wealth Management based in Moorgate, London supporting one Financial Adviser / Partner.
You will be working with one Financial Adviser assisting them to deliver a first-class professional client service level within an administrative capacity.
Please note that whilst previous experience in financial services administration is preferable it is not essential, as full training on all areas shall be provided.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Posted by Blakemore Recruitment • £35K/yr to £40K/yr
The Role
To support Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.
General
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.
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.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm.
And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.