The role will involve providing excellent administrative support to the Wealth Management team to ensure that the client receives a first-class service.


  • Providing administrative support to the team
  • Investment dealing On Funds Platform
  • Assisting with new client onboarding
  • Validating client valuations and reports for Advisory and Discretionary clients
  • Arranging cash withdrawals and regular income for clients.
  • Processing client deposits
  • Processing positions transfers between investment managers
  • Amending and updating portfolios and client's records on Platform
  • Liaising with clients either via phone or email
  • Dealing with other queries including Tax vouchers and CGT reports.
  • Updating client's portfolios and amending transactions when required
  • Ensuring client income is paid at the correct level and frequency
  • Ensuring fees have been paid by doing regular cash movement between providers
  • Booking trades
  • Reconciling positions to external counterparties
  • Reconciling and booking corporate actions
  • Process client FX requests with the trading team


  • 1-2 years administrative experience
  • Excellent oral and written communication skills
  • Keen interest in the Financial Services Industry
  • Excellent attention to detail
  • A proactive, can-do, customer focused attitude
  • Superior organisational and time management skills
  • Previous experience in similar role would be advantageous

Our commitment

Over and above a competitive salary and benefits package, we offer a challenging and rewarding working environment where every employee is part of the team. You will be encouraged to make a tangible difference towards our overall strategy and be rewarded for your achievements. If you're the kind of person that wants to push your own personal boundaries and explore what is possible, then we'd very much like to hear from you.

Contact [email protected] for the full job specification, including details of rewards and benefits. Applications can also be forwarded to [email protected].