Client-Facing Wealth Advisory Assistant (Hybrid)

Artemis Recruitment Consultants; Greater London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A recruitment firm is seeking an experienced Advice Assistant for Wealth Management in London. This role requires strong financial planning skills, exceptional attention to detail, and the ability to manage client relationships effectively. Candidates must have a proactive attitude and excellent communication skills. Join a dynamic team that supports financial advisers and enhances client experiences with a hybrid working model.

Qualifications

• Proven experience in a Financial Planning role is required.
• Exceptional attention to detail is vital.
• Strong communication skills are needed.

Responsibilities

• Support advisers in client servicing and preparation of meetings.
• Manage client opportunities and business processing efficiently.
• Prepare compliance documents post-meeting within set timelines.

Skills

Financial Planning experience

Attention to detail

Communication skills

Organizational skills

Ability to multitask

Tools

Salesforce

Job description

A recruitment firm is seeking an experienced Advice Assistant for Wealth Management in London. This role requires strong financial planning skills, exceptional attention to detail, and the ability to manage client relationships effectively. Candidates must have a proactive attitude and excellent communication skills. Join a dynamic team that supports financial advisers and enhances client experiences with a hybrid working model.