High Net Worth Family Office in Knightsbridge, requires a proactive individual to provide administration and team support to the property team.
The property team manage building projects within their substantial property portfolio, working closely with Building Surveyors and Project Managers, and reporting into the Head of Department.
We are currently seeking a dynamic Wealth Planner to join our client's team.
About the Company
We are representing a well-established and prestigious wealth management firm known for its commitment to delivering top-notch financial solutions to high-net-worth clients.
With a history spanning over a century, this company has a strong reputation for professionalism and integrity in the industry.
My client is a wealth planning firm in Leatherhead who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their financial affairs.
Our client is a well-known, reputable Wealth Management company that has a stellar reputation for providing top-notch financial planning and guidance to its broad clientele, which includes trusts, charities, and high net worth people.
In order to ensure that their financial advisers are supported in providing first-rate financial advice and service to their large clientele, they are currently seeking applications from Financial Administrators with a minimum of one year of IFA/Private client administration experience in order to expand their support team.