Team Assistant - Wealth Management

  • Job Reference: JK/Wealth
  • Date Posted: 1 April 2021
  • Recruiter: Love Success plc
  • Location: City of London, London
  • Salary: £35,000 to £43,000
  • Bonus/Benefits: Excellent benefits and discretionary bonus
  • Sector: PA/EA/Secretary
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Team Assistant Wealth Management

£38,000 - 43,000 + excellent benefits and bonus


Are you an experienced Team assistant or Portfolio Assistant from an Investments background? Our client is a well established Wealth Management firm that is expanding further and is now one of the Top 5 in their sector.

They urgently need a team support professional to support Portfolio managers and their team with a wide range of client portfolio support and compliance. IOC certificate is desired.

Your remit will include the following;

  • Direct liaison with clients,
  • On-boarding of new clients and building relationships and trust
  • Diary management for the team of advisors
  • Executing payments from client's accounts with due diligence to prevent errors
  • Placing trades- buying and selling equities, funds and bonds
  • Assisting with hedge fund and UCIT investments, organising documents