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.
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.
A well established Private Bank is currently in search of a Wealth Manager to join their London 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.
Areas of advice are retirement planning, investment and saving advice, pensions, inheritance tax, estate planning, mortgages, equity release or employee benefits.
Our Clients, Wealth Managers based in Buckinghamshire, in beautiful surroundings, provide friendly and highly professional financial advice to HNW Private Clients and business in the local area.
They require additional support in the Capacity of IFA Client Support Administrator
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.