Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team.
This is a role that is part of the wider growth strategy so we are looking for someone who either has clients to bring or is a proven and motivated business developer, as there isn't a client bank to inherit from day one.
There is a clear progression structure on offer and extensive support as expected of a leading corporate in their field.
We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them.
To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients
Key Responsibilities
Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.
They offer a wide range of wealth management strategies for individuals and institutions by devising a bespoke investment plan for each client.
Our client is a well - respected International private client discretionary investment manager, privately owned and an independent investment management company.
They attract individual investors through their extensive marketing activity and a warm database.
A well established Private Bank is currently in search of a Wealth Manager to join their Manchester based team.
In this role, you will play a pivotal part in delivering top-tier investment advice and nurturing client relationships, collaborating closely with the Portfolio Management team.
Renowned for their client-centric approach, this firm offers a premier investment proposition and a comprehensive banking suite.
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Pontypool.
Working in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in preparing recommendations in line with company policy including preparing and maintaining client records, learn all aspects of the business and become a valued member of the team and pass industry-based exams.
You will be expected to keep up to date with legislative and industry changes which affect the business and its clients.
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.
This role is responsible for the provision of investment management support to Investment Managers and the wider team to help to deliver good client outcomes.
One of the UK's leading Investment Managers is currently seeking to recruit an Investment Associate to join one of their established teams.
The role would suit a graduate or a graduate with 1 year's office experience seeking learn and develop within the IM sector.