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Intern Financial Controller
4 months ago
Ref JM/22863 Financial Administrator (Wealth Management)
London (West End)/Hybrid
£28K - £34K plus bonus and excellent benefits
Our client is a highly respected, well established wealth management firm with a superb reputation for offering first class financial advice and planning to their extensive client base consisting of high net worth individuals, charities and trusts. They are now looking to add to their support team and are seeking applications from administrators with a minimum of one years IFA/Private client administration experience to ensure their financial advisers are supported to provide first class financial advice and service to their extensive client base. This is a progressive opportunity for a talented individual to develop their career in private client wealth management and be supported to achieve their career goals.
As the financial Administrator, duties will include (but are not limited to):
Helping to compile month end figures.
Maintaining data entry requirements by following company techniques and procedures, maintaining activity/task lists within Intelligent Office.
Diary management for advisers, organising client meetings.
Essentially you will have had experience within Financial Services administration, specifically within wealth management/financial advice, however this may have been gained within a placement year or internship whilst studying. This position represents an excellent opportunity to join a leading firm in private client wealth management and who will genuinely support your career advancement and development, allowing you to build strongly on existing skills, knowledge and experience.
