Wealth Management Support/Administrator - Excellent Career Opportunity

Posted 9 January by Oval Recruit

Wealth Management Support/Administrator - Excellent Career Opportunity

£22-26,000 + Excellent Package, including Exam Sponsorship & Support

Leading High Net Worth Wealth Management Company, Central London

An excellent opportunity has arisen working for a leading Wealth Management company offering bespoke Financial & Investment Advice to HNW Private Clients, who are looking for a small number of candidates with previous Financial Services experience to join their expanding Central London office. The organisation will provide a clear progression path and a full training program.

Supporting consultants with a range of technical administrative & sales support duties, the role will include:

  • Preparing client meeting packs and process action points post meeting
  • Processing new business
  • Processomg fund switches and update valuation details
  • Management of the ongoing client review process for the advisors
  • Producing accurate client portfolio summaries and plan schedules
  • Liaising with clients and providers, providing regular updates
  • Management of advisors diaries, organising client meetings
  • Reading through client reports, understanding client’s circumstances and rationale of advice given.

To be successful in this role, you should:

  • Be educated to Degree level
  • Have previous Financial Services experience
  • Excellent attention to detail
  • Willingness to learn
  • Excellent interpersonal and communication skills

In return our client offers:

  • Genuine Career Opportunity with a leading Wealth Management company
  • Excellent starting salary + package, and sponsorship through professional qualifications
  • Clear progress path
  • Meritocratic, focussed working environment.

For more information please contact Chloe Girdler.

Required skills

  • Administrative
  • Financial Services
  • HNW
  • Wealth Management
  • Support

Application question

Do you have Financial Services experience?

Reference: 33451076

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