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.
RecruitAbility are looking for an experienced Wealth Management Operations Manager to join their prestigious client, who offer a range of services including bespoke financial planning and private banking.
This role would suit a result driven, analytical and confident individual who is happy to roll up their sleeves and work alongside the team and who is keen to develop their career in Financial Services.
The role may develop into a more senior Operations position for the right candidate.
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
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.
Posted by Robinson Financial Careers • £22K/yr to £27K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Doxford International Business Park.
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.