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.
Manager - Wealth and Asset Management - Tech Transformation
The Wealth and Asset Management industry is growing strongly and is facing high levels of change driven by themes such as regulation, cost optimisation and differentiation.
The wealth planning arm of a leading global investment managers is seeking to recruit a high quality wealth planner within a background in provide complex advice to UHNW private clients.
Their Wealth Planning team provides comprehensive financial advisory services to clients and prospects of the Wealth Management business.
This includes regulated advice on pensions, tax, and general financial guidance, serving as the cornerstone of our wealth management offering.