|Wealth Planning Assistant
Our client, a Private Bank based in the City are looking for a Wealth Planning Assistant for a 12 month contract, supporting the Chartered Wealth Planner and wider Wealth Planning team to manage their clients, complete projects, organise the Wealth...
|Senior Investment Advisor
|£90,000 - £110,000|
Our client a prestigious Private Bank based in the West End of London, is looking to hire a Senior Investment Advisor to join its Investments Department. The department offers a wealth management service, aiming to assist HNW clients by defining...
|Investment Operations Administrator (temporary)
Our client has an opportunity for an experienced settlements administrator to join an established and friendly operations team. You must have good settlements experience, with exposure to UK and international markets ideally. You must have a good knowledge...
• The creation and maintenance of group client files
• To accurately record group client details on the 1st Software Client Management system
• To request, collate and input policy details from various companies on 1st Client Management system
• Annual updates of group...