Current jobs related to Junior Wealth Management Administrator - London, Greater London - Cameron James

  • Junior Wealth Management Consultant

    1 month ago

    London, Greater London, United Kingdom Apollo Private Wealth Full time

    Join Our Team as a Junior Wealth Management ConsultantApollo Private Wealth is on the lookout for motivated individuals who are either Level 4 qualified or actively pursuing their Level 4 certification to step into the role of Junior Wealth Management Consultant. This position is designed to offer the necessary support and mentorship to help you successfully...

  • Wealth Management Professional

    2 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    AAG Wealth Management is seeking an experienced Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.Key Responsibilities:Manage a client portfolio of up to 200 clientsProvide holistic wealth management services to clientsDevelop and implement investment strategies to meet client goalsMonitor and adjust client...

  • Wealth Management Professional

    2 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    AAG Wealth Management is seeking an experienced Financial Advisor to join our exceptional team and manage a client portfolio of up to 200 clients.Key Responsibilities:Manage a client portfolio of up to 200 clientsProvide holistic wealth management services to clientsDevelop and implement investment strategies to meet client goalsMonitor and adjust client...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an experienced...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected provider of holistic wealth management services, trusted by clients for their financial needs. With a strong commitment to quality, integrity, and excellence, we have established a reputation for delivering exceptional advice and guidance to our clients.Job SummaryWe are seeking an...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    About AAG Wealth ManagementAAG Wealth Management is a highly respected and trusted provider of holistic wealth management services. With a strong focus on quality, integrity, and excellence, we have established a reputation for delivering exceptional advice to our clients as their financial needs evolve over time.Our client portfolio consists of 3000 clients...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    About AAG Wealth ManagementAAG Wealth Management is a highly respected and award-winning Appointed Representative of St. James's Place Wealth Management. Our company is built on a foundation of quality, integrity, and excellence, making us a trusted source of advice to clients as their financial needs evolve over time.Our Unique CultureWe pride ourselves on...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    About AAG Wealth ManagementAAG Wealth Management is a highly respected and award-winning Appointed Representative of St. James's Place Wealth Management. Our company is built on a foundation of quality, integrity, and excellence, making us a trusted source of advice to clients as their financial needs evolve over time.Our Unique CultureWe pride ourselves on...

  • Wealth Management Professional

    2 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at AAG Wealth Management. As a Servicing Advisor, you will be responsible for managing a client portfolio of up to 200 clients, providing expert advice and guidance to help them achieve their financial goals.The ideal candidate will possess excellent...

  • Wealth Management Professional

    2 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Advisor to join our team at AAG Wealth Management. As a Servicing Advisor, you will be responsible for managing a client portfolio of up to 200 clients, providing expert advice and guidance to help them achieve their financial goals.The ideal candidate will possess excellent...

  • Wealth Management Professional

    1 day ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    Exciting Opportunity at AAG Wealth ManagementAAG Wealth Management is a highly respected and award-winning Appointed Representative of St. James's Place Wealth Management, providing a holistic approach to Wealth Management. We are currently looking for a skilled and experienced Financial Advisor to join our exceptional team and manage a client portfolio of...

  • Wealth Management Professional

    1 day ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    Exciting Opportunity at AAG Wealth ManagementAAG Wealth Management is a highly respected and award-winning Appointed Representative of St. James's Place Wealth Management, providing a holistic approach to Wealth Management. We are currently looking for a skilled and experienced Financial Advisor to join our exceptional team and manage a client portfolio of...

  • Wealth Management Administrator

    2 weeks ago

    London, Greater London, United Kingdom Your Resourcing Partner Limited Full time

    Junior Wealth Management AdministratorWe are seeking a highly motivated and organized Junior Wealth Management Administrator to join our team at Your Resourcing Partner Limited. As a Junior Wealth Management Administrator, you will play a vital role in supporting our financial advisers in the Moorgate, London office with daily operational administration and...

  • Wealth Management Administrator

    2 weeks ago

    London, Greater London, United Kingdom Your Resourcing Partner Limited Full time

    Junior Wealth Management AdministratorWe are seeking a highly motivated and organized Junior Wealth Management Administrator to join our team at Your Resourcing Partner Limited. As a Junior Wealth Management Administrator, you will play a vital role in supporting our financial advisers in the Moorgate, London office with daily operational administration and...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    Job OpportunityAAG Wealth Management is seeking a highly skilled and experienced Servicing Advisor to join our team.About the RoleWe are an award-winning Appointed Representative of St. James's Place Wealth Management, providing holistic wealth management services to our clients. As a Servicing Advisor, you will be responsible for managing a client portfolio...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time £60,000

    Job OpportunityAAG Wealth Management is seeking a highly skilled and experienced Servicing Advisor to join our team.About the RoleWe are an award-winning Appointed Representative of St. James's Place Wealth Management, providing holistic wealth management services to our clients. As a Servicing Advisor, you will be responsible for managing a client portfolio...

  • Wealth Management Professional

    3 weeks ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    Job OverviewJob Type: Full-timeIndustry: Financial ServicesCompany: AAG Wealth ManagementAAG Wealth Management is a leading provider of wealth management services, seeking an experienced and diploma-qualified Financial Advisor to join our team as a Servicing Advisor.Key ResponsibilitiesManage a client portfolio of up to 200 clients, providing personalized...

  • Wealth Management Specialist

    3 weeks ago

    London, Greater London, United Kingdom Skybound Wealth Management Full time

    About the RoleThe Business Development Manager position is a critical component of our overall success, making it an excellent opportunity for someone who is driven to excel in everything they do. If you are a successful sales professional looking for a platform to build a new career in wealth management, this is the ideal role for you.Main...

  • Wealth Management Professional

    1 week ago

    London, Greater London, United Kingdom AAG Wealth Management Full time

    AAG Wealth Management is seeking a skilled Financial Advisor to manage a client portfolio of up to 200 clients. The ideal candidate will have a diploma in finance and experience in wealth management. The role involves providing holistic advice to clients and managing their financial needs. The successful candidate will be part of a team of 40+ dedicated...

Junior Wealth Management Administrator

3 months ago

London, Greater London, United Kingdom Cameron James Full time

A fantastic new opportunity to join a fully independent firm of successful Wealth Managers based in central London who require a Junior Administrator to join their already established team.

They offer flexible working.

Role and Responsibilities

  • General daytoday office administration tasks such as taking telephone calls, greeting clients, sorting and sending post, document filing.
  • General support to financial planning team in servicing clients.
  • Preparing client meeting packs and relevant supporting documents in advance of client meetings.
  • Communicating with plan providers to obtain client information.
  • Maintaining client information accurately on the firm's software Xplan.
  • To achieve a good technical knowledge relevant to financial planning.
  • Using a range of software including Outlook, Word, Excel, Xplan, Powerpoint
  • Management of their own diary and workload priorities.
***
Desired Skills and Experience

  • Be fully proficient in all Microsoft Office programmes (Word, Excel, Outlook).
  • Have a "Cando" attitude.
  • Drive and desire to improve all levels of process and procedures.
  • Discretion when supporting activities and handling sensitive data.
Excellent Benefits.