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Wealth Management Administrator / Support - Strong Career Opportunity
London - £35,000 + Package
As part of continued growth and development through 2025 an exciting career opportunity has arisen with a niche London Wealth Management Firm.
As specialist Wealth Advisors to HNW & UHNW clients they provide complex, bespoke advice to a range of high-profile individuals & families from the world of sport, music, entertainment & business. They pride themselves on combining an exceptional personal level of service with the use of modern practices, technology and innovative ideas.
This role will involve working closely with financial / wealth advisors, helping them manage client relationships, and maintaining an exceptional level of personal service. You will need to be highly organised, work well in a strong team oriented environment and be comfortable liaising with colleagues and clients via, phone, virtual meetings and in person when required.
Specific role duties will include -
• Preparing client meeting documentation, presentational material, files and illustrations.
• Obtain up to date client portfolio details, valuations and transactional information
• Help consultants prepare for annual reviews, and support in meetings when required. Take action point notes and ensure implementation is carried out as agreed.
• Ensure client records are updated, checked for accuracy and have all supporting correspondence.
• Process all new business applications; chase third party providers, update clients on progress and resolve any delays or queries.
• Process fund switches, transfers and withdrawals.
• Act as a professional personable point of contact for clients.
• Help organize diaries, meetings etc.
• Be willing to continually develop new skills and take advantage of study support, training and mentoring to help advance your knowledge and career.
This is an excellent career opportunity, and a chance to join a company who will invest in and help develop you. They have no barriers and have successfully developed individuals into client facing advisory positions, helping you on your journey to managing clients and having a successful career.
The company offer flexible working, a strong package and an opportunity to work in an interesting and challenging environment, working on bespoke portfolios with complex client cases.
This role would suit someone who has previous wealth management / financial advisory support experience who has excellent interpersonal skills, a strong educational background and a good work ethic.
For more information please contact Richard Garbett.
