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 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 Partner / Financial Adviser assisting them to deliver a first class professional client service level within an administrative capacity.
This role is provided on a full-time employed basis.
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.
I am pleased to supporting my client, a boutique Wealth Management Partnership, based in Farringdon find established Chartered Wealth Managers with a minimum £25M of client following, to join their growing team!
Job overview
Responsible for providing Financial Planning to clients based on their individual circumstances and objectives.
Duties & Responsibilities
Increase income stream into the business by attracting new clients and identifying opportunities for fee based financial planning work with existing clients.