874 Best wealth management Jobs in London (March 2025)

£22000–£25000 yearly

Office Administrator We are seeking a highly organised and detail-oriented Administrator to join our team. The successful candidate will be responsible for providing administrative support to ensure efficient operation of the office. This role involves handling a variety of tasks related to organisation and communication. Perfect Candidate - Hard working and a willingness to learn - Great communication skills - Numeric skills - Competent in Microsoft office suite - Organizational and management skills - Problem solving and task finding - Commitment and self motivational skills - Professionalism - Honest, trustworthy and committed We are looking for a self-motivated individual. Duties and responsibilities as follows: - Acting as a first point of contact for clients: dealing with correspondence, phone calls, incoming enquiries and managing service level standard. - Managing diaries and organising meetings and appointments. - Booking and arranging travel for client meetings. - Organising events and conferences. - Reminding the advisors of important tasks and deadlines. - Typing, compiling, and preparing reports, presentations and correspondence. - Managing databases and filing systems. - Continuously improving processes to enhance client experience. - Implementing and maintaining procedures/administrative systems - Collating and filing expenses. - Conducting research on behalf of the advisors. - Producing personalised up to date wealth accounts. - Preparing meeting packs. - Actioning meeting notes and keeping client files up to date. - Keeping high level of documentation standard on each case. - Holding regular review meetings with the advisor. Job Types: Full-time, Permanent Benefits: Free parking On-site parking Schedule: Monday to Friday Education: GCSE or equivalent (preferred) Experience: Administrative experience: 1 year (preferred) Language: English (preferred) Work Location: In person

We are seeking a dedicated and experienced Practice Manager to oversee the daily operations of our Independent Financial Advisory (IFA) firm. The ideal candidate will have strong leadership skills, a background in financial management, and experience in human resources. This role is essential for ensuring the smooth operation of the firm, delivering excellent client service, and fostering a positive work environment for our team. Duties Manage the overall operations of the IFA firm, ensuring efficiency and effectiveness in all processes. Supervise staff, providing guidance and support to encourage professional development and teamwork. Oversee financial management tasks, including budgeting, invoicing, and expense tracking, to maintain financial stability. Handle human resources functions such as recruitment, training, performance evaluations, and employee relations. Implement and maintain policies and procedures to enhance operational efficiency and ensure regulatory compliance. Work closely with financial advisors to maintain high standards of client service and business performance. Address client inquiries and concerns promptly to maintain strong and trusted relationships. Experience & Skills Proven experience in a managerial role within a financial services or professional services environment. Strong background in financial management, demonstrating the ability to manage budgets and business operations effectively. Experience in human resources practices, including recruitment, training, and employee development. Excellent supervisory skills with the ability to motivate and lead a diverse team. Knowledge of financial advisory practices and regulatory requirements is advantageous but not mandatory; a willingness to learn is essential. If you are passionate about financial services and have the skills to lead a dynamic team within an IFA firm, we encourage you to apply for this rewarding opportunity as a Practice Manager.

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Wealth University

Business Support Assistant

1 month ago

Part-time

London

Position Overview: We are seeking a proactive and ambitious Business Intern to support a senior executive and investor with their day-to-day life planning and business operations. This is an unpaid voluntary role offering a unique opportunity for someone hungry to gain experience in social media management, public relations, executive support, and start-up operations. You will receive a strong reference and mentorship, with the potential to run future companies and projects upon the success of the person you are working for. This position requires someone based in London, as occasional travel will be needed for social media shoots and on-the-day support as a runner. Key Responsibilities: Social Media Management: Create, manage, and maintain TikTok and YouTube accounts, including setting up accounts using the executive's mobile number. Schedule and oversee the posting of content to maintain consistency and engagement. Stay up to date on social media trends to optimize performance and audience growth. Executive Personal Assistance: Handle administrative tasks such as scheduling appointments, managing calendars, and booking travel. Apply for job opportunities on behalf of the senior executive and other non-executive directors as required. Log in and complete modules for the executive’s personal trainer qualification course. Start-Up Support: Schedule calls with potential investors and partners as an appointment setter for a start-up project. Assist with follow-ups and organizing investment opportunities. Publicist Duties: Contact podcasts and media outlets to secure guest appearances for the executive and associated business influencers. Support on filming days by coordinating logistics and acting as a runner. Develop and maintain relationships with influencers while providing PA services as required. General Administrative Support: Provide organizational and administrative support to influencers and other stakeholders. Ensure smooth coordination and timely delivery of tasks. What We’re Looking For: Location: Must be based in London and able to travel for occasional shoots and in-person tasks. A proactive, self-starting attitude with a hunger to learn and grow. Strong organizational skills and the ability to manage multiple responsibilities. Excellent communication skills, both written and verbal. Familiarity with social media platforms and basic content management. Interest in entrepreneurship, start-up culture, and public relations. A willingness to dedicate a few hours a week and start immediately. What You’ll Gain: Hands-on experience in social media management, public relations, and start-up operations. The chance to work closely with a senior executive and investor, gaining insight into business leadership. A strong reference to support your future career endeavors. Mentorship and potential opportunities to lead projects or companies in the future. Additional Details: This is an unpaid voluntary position. Travel expenses for shoots and related activities may be covered where applicable. The role is remote but will require occasional in-person commitments in London. If you’re a driven and ambitious individual ready to kickstart your journey toward becoming a young CEO, we want to hear from you. This is an opportunity to learn, grow, and set the foundation for future success. Apply today and start ASAP!

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