Wealth Manager

1 month ago


London, Greater London, United Kingdom Square One Resources Full time
Job Title: Wealth / Asset Administrator

Location: London / Manchester / Bristol

Salary/Rate: £200 - £250

Job Type: Rolling Contract


Company Introduction

We are seeking a detail-oriented and organised Wealth/Asset Administrator to join our financial services team. The ideal candidate will support the management of client assets, ensuring effective communication, compliance, and overall portfolio performance.

Job Responsibilities/Objectives
  1. Portfolio Management
    • Assist in the administration of client investment portfolios.
    • Monitor market trends and performance metrics to provide insights for investment strategies.
  2. Client Communication
    • Serve as a primary point of contact for clients regarding their accounts.
    • Prepare and present regular performance reports to clients.
  3. Financial Planning Support
    • Collaborate with financial advisers to develop and implement client financial plans.
    • Assist in retirement, tax, and estate planning discussions.
    • Ensure all activities comply with regulatory requirements and internal policies.
  4. Research and Analysis
    • Conduct thorough market research to identify potential investment opportunities.
    • Analyse financial data and generate reports to inform decision-making.
  5. Collaboration
    • Work closely with financial advisers, accountants, and legal professionals to ensure a comprehensive approach to client wealth management.
Desirable Skills/Experience
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Proven experience in wealth management, asset administration, or a related field.
  • Proficient in financial software and Microsoft Office Suite.

If you are interested in this opportunity, please apply now with your updated CV in Microsoft Word/PDF format.



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