Senior Private Client Administrator
2 months ago
Alexander Lloyd are pleased to partner once again with a Boutique Asset Manager & Wealth Planning firm based in London on the recruitment of a Senior Private Client Administrator to work on a hybrid basis, just 2 days per week in the office.
You must have prior experience from within an IFA or Asset Manager to be considered for this role.
- Preparation of meeting packs for client meetings and Annual Suitability Reviews client portfolio valuations and statements using Intelligent Office
- Assisting with trades and portfolio re-balancing
- Assisting with cash management control on client accounts (bonds, SIPPs, etc)
- Providing agendas and information requests prior to client meetings
In return for your hard work you will receive a generous overall base salary, genuine opportunity to progress within the business, discretionary bonus & other additional company benefits.
Post date: 20/02/2023
Close date: 06/03/2023
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Senior Private Client Administrator
2 months ago
London, United Kingdom Alexander Lloyd Full timeAlexander Lloyd are pleased to partner once again with a Boutique Asset Manager & Wealth Planning firm based in London on the recruitment of a Senior Private Client Administrator to work on a hybrid basis, just 2 days per week in the office. You must have prior experience from within an IFA or Asset Manager to be considered for this role. - Preparation of...
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