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Private Client Wealth Manager

2 months ago

surrey, United Kingdom Oval Recruit Ltd. Full time
Private Client Wealth Administrator

About the Role

Oval Recruit Ltd. is seeking a highly skilled Private Client Wealth Administrator to join their team in Surrey. As a key member of the Private Client team, you will be responsible for providing exceptional administrative support to the Private Client Directors and clients.

Key Responsibilities

  • Assist the Private Client Directors in preparing for client meetings, including setting up and arranging documentation.
  • Maintain accurate client data across all systems and take dealing instructions from clients and Directors.
  • Liaise closely with the back office staff and client servicing team to ensure best practice and optimal client outcomes.
  • Collaborate with the Private Client team on various projects and business initiatives.

Requirements

  • At least 2 years of experience in a similar Private Client Investment, Financial Planning, or Wealth Management organization.
  • Experience working with investment, wealth, and financial planning products.
  • Proven client-focused background with a strong proactive and energetic approach to work.
  • Good educational background, ideally working towards Financial Planning and/or Investment qualifications.
  • Excellent communication and administrative skills.

What We Offer

  • An excellent working environment.
  • An excellent base salary and package.

Contact Information

For more information, please contact Edward Groves.