Location: Central London
Job Ref: FD / US
Salary: £30 -35k + benefits
£30 -35k + benefits
I am currently recruiting for an amazing Wealth Management firm based in Central London who are looking for a Wealth Administrator to join their team.
You will be working in a “pod” with an Adviser and Paraplanner and your key responsibilities will be preparation of client meeting agendas, rebalancing client portfolios and liaising with platform providers. You will also be responsible for obtaining information to create cash flow plans in advance for the client meetings and monitor client accounts and process letters of valuations.
The role requires the ideal candidate to be very professional, articulate as you will be dealing with client queries and you must have gained administration experience from a Wealth Management background.
This is a great Company to work for, provide excellent salary and benefits and culture is friendly, sociable and very professional. Company ethos is very client centric and looking for an experienced Wealth Administrator to join them ASAP.
Please send your CV to Ursula Sloan at Financial Divisions at firstname.lastname@example.org