Job Title

An excellent opportunity for an enthusiastic and hardworking Account Manager to join a growing financial services firm. The role will require the candidate to have at least 2 years' experience in a wealth management firm, preferably as a private client administrator, wealth manager assistant or junior paraplanner, to support the private client team in the London office.Main responsibilities;Serve as main point of contact for all account management administrative mattersPreparation of bespoke investment proposals for potential and existing clientsPreparation of investment order books and entering bulk trades for model portfoliosDealing with a variety of client queries under supervisionDaily portfolio administration on behalf of relationship managers, including monitoring of credit inflows and debit cash balances, responding to corporate action notices and rebalancing of client portfolios to their agreed mandatesPreparation and review of monthly marketing documents sent out to clientsMaintaining high-risk asset approval listAssisting relationship managers with other ad-hoc projects, including monthly and yearly compliance reporting and performance reviewsSuch other activities that may reasonably be requiredTo be considered for this position, ideal candidates must have the following experience and skills;At least 2 years' experience in administrative roles within a wealth management spaceJunior paraplanner experience preferableAbility to work independently and as part of a teamImpeccable attention to detailExcellent time management skillsStrong communication skillsCapability to prioritize tasks in order to meet deadlinesExperience in writing report is desirableKnowledge of Anti-Money-Laundering, KYC and Due Diligence requirementsRelevant Industry qualifications are also preferred but not requiredCandidates must also have the right to work in the UK. I’m afraid sponsorship isn’t offered for this position.Due to the high volume of CVs that we receive, only successful candidates will be contacted. Thank you for your time and patience.