you will have experience in a similar role as an Investment Administrator within Wealth or Investment Management, however this is not essential... administrator. This work will cover all aspects of administration of the accounts, from opening, working with investment managers...
QuilterMy client is a financial planning and wealth management business in Blackpool. They are currently... looking for a Client Administrator to join their team. Duties will include: Responsible for the ongoing monitoring activities including...
IDEX ConsultingCompany Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group...
Evelyn PartnersCompany Description Evelyn Partners is the UK’s leading integrated wealth management and professional services group...
Evelyn Partnersexperience, specifically in a Wealth Management business, would be a key advantage, as would experience in working... administration, accurate and timely data input, managing workflow and 3rd party provider relationship management. Complete and error...
Close Brothers Group