Wealth Management Support / Administrator
| Job Type | Permanent full-time |
| Location | London |
| Area | Greater London, England |
| Sector | Private Client InvestmentWealth ManagementFinancial Advisory |
| Salary | £26000 - £34000 |
| Start Date | |
| Advertiser | Richard Garbett |
| Telephone | 01635261850 |
| Job Ref | 354682 |
| Job Views | 679 |
- Description
- Wealth Management Support / Administrator – Qualification Sponsorship & Career Opportunity
£26,000 - £34,000 + Package
An award-winning London based Wealth Management Company are looking to recruit a highly capable and ambitious individual who is looking to advance and build a career within Financial Services. The company offer an excellent structured training & development programme which is designed to build your knowledge & skills, assist you with professional qualifications and forward your career and internal opportunities.
You will begin your role working as part of the Wealth Management Support team, who support Consultants with the management of client relationships and technical administration.
Specifics of the role will include –
- Research and produce client portfolio summaries & analysis.
- Prepare client meeting parks, meeting notes and action schedules.
- Process all new business ensuring company processes and procedures are adhered too.
- Maintain contact with clients, resolve queries, direct enquiries and manage the relationship in a professional manner.
- Process fund switches and update valuations, client details.
- Co-ordinate client reviews, ensuring consultants have the required information
- Help consultants with diary management and organise meetings.
- Work as a productive part of your team, managing objectives and ensuring best levels of client management are maintained.
- Attend client meetings when required and help build relationships.
- Have a desire to learn, develop and advance your technical knowledge and skills.
This is an excellent opportunity to join a company who will invest in your future and offer you genuine career progression.
For more information please contact Richard Garbett.