Posted by Financial Divisions • £25K/yr to £32K/yr
My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on a IFA Financial Administrator who is looking for a new opportunity in Wealth Management.
Plus Excellent Benefits including Private Medical Insurance, pension and DIS.
This firm place real value on their employees by on cultivating a supportive culture where everyone voice matters.
Due to strong financial year results and projections, the business is now on the lookout for an experienced Account Manager to join the team and work with existing clients to grow the portfolio spend.
My Client is a small but growing, organisation servicing financial services, from Investment Banks through to private banks and asset managers.
Operating from locations across the globe, my client has a world class reputation and is an emerging leader in the field of compliance consultancy (specifically Governance, Risk and Compliance).
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
This no limits approach means that we can rise to any challenge.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
Are you a financial planning administrator, looking for a new role with opportunities to develop your career and study for industry exams.
Duties for this role will include
To provide proactive administrative support to the adviser team, working alongside the Paraplanners to ensure an efficient and smooth service.
Posted by LHH Recruitment Solutions • £50K/yr to £85K/yr
What you can expect from the role
You will manage clients who are beneficiaries of UK and non-UK trusts, and ensure timely, budget-compliant delivery of work.
As a senior member of the Private Client Department within a growing mid-tier firm, you will play a pivotal part in managing annual compliance work for a personal portfolio of clients, primarily HNWIs, including sole traders and partnerships.
You will work directly with Partners on planning matters, supervise staff, and handle both UK and non-resident tax issues, particularly for individuals moving to and from the UK.
Posted by PBR Executive Search Limited • £30K/yr to £45K/yr
Portfolio Management, including
Managing finances of portfolio, including driving monthly billing targets, monitoring and improving recoveries, debt recovery and forecasting.
Managing client relationships and ensuring we deliver exceptional client service which will include regular touch points with your clients, both online and in-person.
Explore development opportunities with existing relationships to increase portfolio sizes and add to Business Development for whole service line.