Financial Divisions
My client, who I have placed staff 2 with are a boutique wealth planning practice with satellite offices across the UK who have been operating for over 10 years. Their main office is in Dorking. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees, accumulators and families. Average client has £400k - £500k of investable assets, but the highest net worth clients have £1m+.
I am speaking directly to the MD. They advise their clients on Pensions, Investments, Estate Planning, IHT and retirement planning. Their highest net worth clients do get involved more complex products and wealth structuring. As a result of plenty of recommendations and referrals a brand-new vacancy has been created by the MD for an Investment Administrator who will be responsible for the day to day running of their "managed portfolio service". You will be responsible for executing trades, processes withdrawals, creating contract notes, sitting on the investment committee and in some instances providing research reports to management alongside all necessary follow up work to ensure clients requests are appropriately managed with regard to their investment portfolios.
Please contact Peter Fozard at Financial Divisions