Wealth Management Administrator

Accountancy Divisions Limited
West End, London
20 Jul 2017
19 Aug 2017
Contract Type
Full Time

Wealth Management Administrator

£23,000 - £28,000 + bonus + benefits

London, West End

Financial Divisions are currently working with a leading Wealth Management firm & Investment House based in London’s West End. The firm is still independently owned and can boat over £3 billion in client assets under management. The firm have a track record of progressing staff from Administrator level through to client facing Adviser roles, and have an impressive offering to clients with their own DFM offering.

As Wealth Management Administrator you will be working closely with the firm’s Adviser focusing on UK High Net Worth clients, typically in the £500k asset class and above. You will be responsible for maintaining the client relationship, handling queries and getting involved with analysis on products with specific focus on Investment and Pension using the Intelligent Office system.

As Wealth Management Administrator, you will be have experience working in a wealth management or financial advice environment in a support capacity and will also have experience using Intelligent Office software. The firm like to hire progressive individuals that can grow and advance their careers in a forward thinking environment. If you feel this is you please forward your CV to Mark Flannery at Financial Divisions