Wealth Planning Administrator

JR United Kingdom; City Of London; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading Wealth Manager in the UK is hiring a Wealth Planning Administrator for their Central London office. The role involves supporting Wealth Planners with administrative tasks, managing diaries, and direct client communication. Candidates with experience in Financial Planning or Wealth Management are encouraged to apply.

Benefits

Full training and exam support

Qualifications

• Previous experience working within a firm of Financial Planners / Wealth Managers.
• Understanding of the end-to-end Financial Planning process.

Responsibilities

• Process new business for clients.
• Manage Wealth Planners diaries.
• Arrange client meetings and prepare necessary documents.

Skills

Client Management

Communication

Organizational Skills

Administrative Support

Job description

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Wealth Planning Administrator, london (city of london)

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Client:

Bruin

Location:

london (city of london), United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

3

Posted:

16.06.2025

Expiry Date:

31.07.2025

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Job Description:

One of the top 10 Wealth Managers in the UK are seeking a Wealth Management Assistant to join their HNW team in Central London.

Supporting the Wealth Planners with Administrative work your daily responsibilities will include;

• Process new business for clients
• Being a point of contact for client queries and handle client correspondence and post.
• Manage the Wealth Planners diaries.
• Arrange client meetings, valuations, meeting packs
• Complete any required post meeting actions and minutes.
• Prepare letters of authority for signing.
• Prepare client application forms in line with suitability report recommendations, ensuring they are actioned when returned by the client

The ideal candidate will have previous experience of working within a firm of Financial Planners / Wealth Managers and will have a full understanding of the end-to-end Financial Planning process.

In return the firm will offer full training and exam support – should the individual choose to develop their career in that direction.

If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.