Wealth Administrator

Job Title: Wealth Management AdministratorAbout the Role:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our team, you will be responsible for managing all day-to-day operations of the business, including managing appointments and client review meetings, responding to...

About the RoleApollo Private Wealth is seeking a highly motivated and experienced Wealth Adviser to join our team. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' industry experience and a QCF Level 4 Diploma as a minimum. You will...

About the RoleWe are seeking a highly motivated and experienced Wealth Adviser to join our team at Apollo Private Wealth. As a Wealth Adviser, you will be responsible for providing exceptional client service and building strong relationships with our clients. You will have a minimum of 2 years' experience in the financial services industry and hold a QCF...

Apollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...

Job Summary:We are seeking an experienced and adaptable PA / Administrator to join our team at St. James's Place Wealth Management. As a key member of our operations team, you will be responsible for managing all day-to-day activities, including appointments, client review meetings, and responding to client inquiries.Key Responsibilities:* Manage...

Your Career PathApollo Private Wealth is committed to enabling you to excel in your career and feel comfortable bringing your whole self to the table. We have big ambitions for growth and believe that the diversity of our people fosters innovative thinking, enables us to better serve our clients, and creates a positive environment in which our colleagues...

Job SummaryWe are seeking a highly organized and competent Administrator to join our Client Delivery team at Succession Wealth. As a key member of our team, you will work closely with our Wealth Planners to ensure the delivery of an excellent service and outstanding outcomes for our clients.Key ResponsibilitiesSupport our Wealth Planners in maintaining and...

Wealth Planning at mbf.Key ResponsibilitiesImplement and maintain our Wealth Planning technical services.Prepare plan schedules, analyse pension schemes and write suitability reports.Deliver the administration of the financial advisory business.Manage the administrative tasks and workflow.Prepare data and documents for new clients and reviews.Manage client...

Wealth Management AdministratorArtemis Recruitment Consultants Ltd is seeking a skilled Wealth Management Administrator to join their team in London.Key Responsibilities:Prepare and package financial planning reports for Financial Planners and their clients.Obtain policy information, documents, factsheets, illustrations, and product comparison quotes through...

Practice Administrator - Wealth ManagementAre you a detail-oriented and organized individual looking for a challenging role in a dynamic office environment? We are seeking a Practice Administrator to join our team at a highly respected Appointed Representative of St. James's Place Plc.The Role:Support the day-to-day business operations within the Practice,...

Practice Administrator - Wealth ManagementAbout the Role:Support the day-to-day business operations within the Practice, ensuring seamless delivery of services to clients.Issue Letters of Authority and follow up with third-party providers to maintain efficient communication.Submit various requests such as fund switches, withdrawals, changes to contributions,...

Practice Administrator - Wealth ManagementLocation: HybridSalary: Up to £35,000 depending on experienceYou will be working as part of the team at a highly respected Appointed Representative of St. James's Place Plc. The company provides bespoke financial advice and services to executives, managers, families, and entrepreneurs.The Role:Support the day-to-day...

We are currently recruiting for a skilled Financial Services professional to join our team in London. As a Senior Wealth Management Administrator, you will provide high-quality support to our client-facing administrators, ensuring the efficient and effective use of our back-office system, Intelligent Office (iO).

IFA AdministratorLloyd Recruitment - Epsom is seeking an experienced administrator to join their team in the wealth management space. The ideal candidate will have a proven track record of supporting wealth management operations and a strong proficiency in back-office systems.Key Responsibilities:Provide administrative support for wealth management...

Artemis Recruitment Consultants Ltd is seeking an experienced Senior Administrator to join their Wealth Management team in London. The ideal candidate will provide administrative support to financial advisers, including training and mentoring new team members, undertaking ad hoc tasks, and maintaining accurate information on the back-office system.Key...

Job Title: Practice Administrator - Wealth ManagementJob Summary: We are seeking an experienced and adaptable PA / Administrator to join our team at a highly respected Appointed Representative of St. James's Place Plc. The successful candidate will be responsible for managing all day-to-day operations of the business, including managing appointments, client...

Job Title: Wealth / Asset AdministratorLocation: London / Manchester / BristolSalary/Rate: £200 - £250Job Type: Rolling ContractCompany IntroductionWe 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,...

Job Title: Practice Administrator - Wealth ManagementJob Summary: We are seeking a highly organized and detail-oriented Practice Administrator to join our team at Burgh Recruitment Ltd (Financial Services). As a Practice Administrator, you will play a vital role in supporting the day-to-day business operations within our Wealth Management Practice.Key...

{"h3": "Job Summary"} LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. Our aim is to offer a fresh approach to wealth management, putting our clients first by providing a transparent service, designed around their needs. Brief Role...

{"h3": "Job Summary"} LGT Wealth Management UK LLP is a UK-based partnership, wholly owned by the private banking group LGT, which is in turn owned by the Princely Family of Liechtenstein. Our aim is to offer a fresh approach to wealth management, putting our clients first by providing a transparent service, designed around their needs. Brief Role...