Alderley Park Recruitment are currently looking to recruit a Wealth Management Administrator for our notable Wealth Management client based in London (The City).
Experience of working within an IFA/Wealth Management Practice is essential.
The role is based on site and is paying a salary of £28,000 per annum.
Posted by Blakemore Recruitment • £35K/yr to £40K/yr
General
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.
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.
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.
Posted by Blakemore Recruitment • £35K/yr to £40K/yr
General
Well established wealth management practice based in the City of London require an additional administrator to complement their existing team.
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.
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.
And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.
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.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.