Wealth Review Specialist β€” Part-Time in City of Westminster

Wealth Review Specialist β€” Part-Time in City of Westminster

City of Westminster Part-Time 19350 - 23650 Β£ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Support Client Directors by creating review reports and enhancing processes.
  • Company: Join Handelsbanken Wealth, a collaborative and supportive financial services firm.
  • Benefits: Flexible part-time hours, travel opportunities, and a chance to grow your skills.
  • Other info: Work across multiple locations with great career development potential.
  • Why this job: Be part of a dynamic team making a real difference in client wealth management.
  • Qualifications: Strong organisational skills and a passion for finance.

The predicted salary is between 19350 - 23650 Β£ per year.

Handelsbanken Wealth is recruiting for an Associate Client Director (Wealth Administrator) to join the Wealth Advice Administration / Paraplanning team to initially support a project to embed and deliver a new process to support our Client Directors and Paraplanning Team with the construction of review reports.

We offer an opportunity to work in a collaborative environment across Manchester, London or Tunbridge Wells with travel to other offices as required.

Wealth Review Specialist β€” Part-Time in City of Westminster employer: Handelsbanken Plc

At Handelsbanken, we pride ourselves on fostering a supportive and inclusive work environment where every employee can thrive. As a Financial Crime Compliance Officer, you will benefit from a flexible benefits package, ongoing training, and development opportunities, all while working alongside dedicated colleagues in a culture that values diversity and ethical standards. Our commitment to employee wellbeing and professional growth makes us an exceptional employer in the asset and wealth management sector.

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Contact Details:

Handelsbanken Plc Recruitment Team

We think you need these skills to ace Wealth Review Specialist β€” Part-Time in City of Westminster

Wealth Management Knowledge
Client Relationship Management
Report Construction
Project Support
Collaboration Skills
Attention to Detail
Communication Skills