Investment Admin Lead β€” Wealth Management Ops & Growth

Investment Admin Lead β€” Wealth Management Ops & Growth

Full-Time On-site
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Flair for Recruitment is seeking an Investment Administration Manager for a 12 month fixed-term contract to lead a team of 5+ Investment Assistants. You will supervise workflow, provide training and development, and support growth through efficient administration and coaching.

The role involves delivering高-quality operational support to Investment Managers and Brokers, handling onboarding, client servicing, and ensuring compliance with FCA, CASS, AML and GDPR requirements.

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Investment Admin Lead β€” Wealth Management Ops & Growth employer: Flair for Recruitment

Join a dynamic and supportive Financial Planning firm that prioritises employee growth and development. With access to a dedicated Financial Planning Academy, you'll have the opportunity to fast-track your career towards Paraplanning and Financial Planning while enjoying a collaborative work culture and regular social events. This role not only offers a blend of technical and client-facing responsibilities but also ensures a fulfilling journey in the thriving financial services sector.

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Contact Details:

Flair for Recruitment Recruitment Team