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.
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.
They are looking to recruit a well-organised, enthusiastic, and experienced Client Services Manager to join their wealth management firm, which delivers high quality financial and investment advice to individuals in the professional services industry.
We are currently recruiting for a Financial Planning firm in London who are looking to recruit a Client Services Manager to join their team.
This role will involve overseeing 2 IFA Administrators and also doing the administration work.
Posted by Your Resourcing Partner Limited • £22K/yr to £27K/yr
We are recruiting for a Wealth Management Administrator to support a Partner within a successful Partner Practice of St. James's Place Wealth Management based in Chelmsford, Essex.
The role will be an integral part of a small team, supporting the Financial Adviser and the Practice Manager with a mix of client servicing, business processing and general administration tasks.
This role is offered on a full or part-time basis (30-35 hours per week).
They offer a wide range of wealth management strategies for individuals and institutions by devising a bespoke investment plan for each client.
Our client is a well respected International private client discretionary investment manager, privately owned and an independent investment management company.
They attract individual investors through their extensive marketing activity and a warm database, so provide you with quality leads
Posted by Burgh Recruitment Ltd • £25K/yr to £35K/yr
You will be supporting the Partner of a growing Wealth Management Practice within St. James's Place, the largest Wealth Management organisation in the UK.
Posted by Robinson Financial Careers • £26K/yr to £38K/yr
A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Tunbridge Wells.
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.