About the Role
This role is suited to a highly organised and detail-driven professional with strong regulatory knowledge and proven experience supporting Wealth or Portfolio Managers within a structured financial services environment. The successful candidate will provide comprehensive back-office and operational support to Wealth Managers, ensuring that all new business, servicing, and client records are managed accurately, timeously, and in full compliance with regulatory requirements. This role plays a critical part in maintaining operational excellence and delivering a seamless client experience. Key Responsibilities: Wealth Administration & Client Support: Provide full administrative support to Wealth Managers and their investment books Prepare documentation and support packs for client meetings and portfolio reviews Process new business, switches, top-ups, and amendments accurately and timeously Liaise with investment platforms and service providers to ensure efficient account onboarding Compli...
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