Private Client Wealth Account Manager

IPOE Consulting Limited; Greater London; On-site; GBP 42,000 - 62,000; Full time

Job summary

IPOE Consulting Limited in London seeks an Account Manager to support the private client team. The role requires at least 3 years in wealth management admin, with junior paraplanner exposure preferred.

You will manage client enquiries, prepare bespoke investment proposals, and handle daily portfolio administration and reporting. Sponsorship is not offered; right to work in the UK is essential.

Qualifications

• Minimum 3 years in administrative roles within wealth management.
• Paraplanner exposure is advantageous.
• Knowledge of AML, KYC and due diligence requirements.

Responsibilities

• Serve as main contact for account management administrative matters.
• Prepare bespoke investment proposals for clients.
• Prepare investment order books and enter bulk trades.
• Handle client queries under supervision.
• Daily portfolio administration and rebalance to mandates.
• Prepare and review monthly client marketing documents.
• Assist with ad-hoc projects including compliance reporting.

Skills

Wealth management admin experience

Junior paraplanner exposure

Independent and team work

Task prioritisation

Report writing (desirable)

AML/KYC/Due Diligence knowledge

Industry qualifications preferred

Job description

IPOE Consulting Limited in London seeks an Account Manager to support the private client team. The role requires at least 3 years in wealth management admin, with junior paraplanner exposure preferred.

You will manage client enquiries, prepare bespoke investment proposals, and handle daily portfolio administration and reporting. Sponsorship is not offered; right to work in the UK is essential.