I’m recruiting for an exciting opportunity based in London working for a Nationwide Wealth Management firm.
You will be supporting a very successful Adviser with all the administration for their HNW clients to include:
Onboarding of new clients
Letters of Valuations
Chasing providers for information
Process transfers for DC and DB schemes
Liaise with clients regarding any queries
Ensure all compliance is adhered to
Research all product selection
Candidates must have exposure to Protection, Investments and Pensions and have experience within a Wealth Management firm working as a IFA administrator.
Great working environment and Company offers excellent benefits.
Please do send your CV to Ursula Sloan at Financial Divisions