Operations Professional - Wealth Management

Location
The City, London
Salary
£25-30,000 + benefits
Posted
18 Oct 2016
Closes
25 Oct 2016
Ref
DBR290916
Job Title
Administrator
Industry Sector
Banking / Finance
Contract Type
Permanent
Hours
Full Time

Our client is one of the UK's leading financial advisory groups with an award winning reputation. Having worked with them for several years, we have first hand experience of the development of employees and their teams' commitment to excellence.

The company offers great long term opportunities and recognises the contribution of team members which leads to a highly motivated environment. The Operations Professional works as part of the Inheritance Tax team and is responsible for account maintenance for HNW investors.

This involves on-boarding new accounts; working closely with investment advisors; and handling valuation enquiries, transfers and account closures.

The Operational Professional will need to have exposure to a similar role within either asset/wealth/investment management. Interested candidates will need to demonstrate how they build enduring relationships and be knowledgeable of AML and FCA regulations.