Alexander Lort

Private Client Investment Advisor Location : Nationwide (Remote) Salary: £60,000 per annum (uncapped) OTE £120 The client Our client is an international discretionary investment manager, with over $200 Billion aum, and 4000 employees. It has been Certified a great workplace by the independent analysts at Great Place to Work, a recognized global authority on workplace culture and producer of important reviews, including the annual Fortune "100 Best Companies to Work for" lst. The Role As a Private Client Advisor, you will call high net worth leads provided, qualifying, and scheduling face-to-face appointments. You will meet with prospective clients with the goal of gathering new clients and assets for the firm. This position is highly entrepreneurial and involves warm initial calls and in-person selling to close business. You will be supported by dedicated portfolio management and client service groups who manage the transition and retention. They seek advisors...

Asset Servicing Associate-Corporate actions Hybrid 3 days home 2 office Our Client was the first wrap service to launch in the UK, in 2000. Over the years they have harnessed systems, technology and their deep knowledge of the UK investment market to provide a more efficient and simpler way for advisers to manage clients' financial portfolios. The position sits in the Client Accounting Department which has overarching responsibility is to safeguard client money and assets held by for clients by ensuring the money and assets are recorded and reconciled accurately to enable the firm at any time to distinguish client money and assets held for one client from client money and assets held for any other client. To ensure timely and accurate processing of client asset income (dividends, distributions, Fund Manager rebates, excess income released by offshore reporting funds) The Asset Servicing team is responsible for the interpretation, logging and subsequent monitoring of all...