An excellent opportunity has arisen for a Senior Administration professional to join a well-established London-based Partner Practice of a leading national wealth management firm. This role will involve providing high-level administrative and client support to Wealth Planners, working with high-net-worth clients and ensuring all cases are processed efficiently, accurately, and in full compliance with regulatory requirements. You will play a key role in supporting the end-to-end financial planning process within a busy, professional, and client-focused environment. Key Responsibilities : Client Adviser Support: Act as a key point of contact for high-net-worth clients Manage diaries and coordinate client meetings Prepare client meeting packs and documentation Record and summarise meeting notes accurately Business Processing : Prepare and submit new business and complex application forms Track case progress from submission through to completion Ensure all business is processed in line with compliance and regulatory standards Onboarding Compliance : Support full client onboarding process Complete AML (Anti-Money Laundering) and CDD (Client Due Diligence) checks Ensure all documentation meets regulatory requirements Back Office Adm...
Senior Financial Administrator (Wealth Management) employer: Artemis Recruitment Consultants Ltd
Join a well-established IFA Firm in Hampshire, where you will thrive in a supportive and collaborative work culture that values flexibility and effective communication. As an Operations Manager, you will benefit from opportunities for professional growth and development within the Financial Services industry, while enjoying a rewarding role that directly impacts client satisfaction and team success.
Contact Details:
Artemis Recruitment Consultants Ltd Recruitment Team
