At a Glance
- Tasks: Support advisers, produce portfolio reports, and maintain high service levels for clients.
- Company: Dynamic wealth management practice in London with a collaborative culture.
- Benefits: Hybrid working, career progression, and a supportive team environment.
- Other info: Exciting opportunities for long-term career growth in wealth management.
- Why this job: Join a growing field and make a real difference in client services.
- Qualifications: Experience in client services and strong attention to detail.
The predicted salary is between 54000 - 66000 £ per year.
Financial Divisions in London offers a Senior Client Services/Wealth Management Administrator role with hybrid working arrangements.
You will support advisers and paraplanners, produce portfolio reports, and help maintain service levels while handling client servicing tasks with accuracy and professionalism.
The position focuses on ownership of processes, development within a collaborative culture, and long-term career progression in a growing wealth management practice.
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Senior Wealth Admin: Client Services (Hybrid, London) employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
