Wealth Planning Administrator

JR United Kingdom; London; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading Wealth Manager in Central London is hiring a Wealth Management Assistant for their HNW team. This role involves supporting Wealth Planners with crucial administrative tasks, ensuring client correspondence and meeting arrangements are handled efficiently. Ideal candidates will have relevant experience and an understanding of Financial Planning, with full training and exam support offered for career development.

Benefits

Full training and exam support

Qualifications

• Previous experience in a firm of Financial Planners or Wealth Managers.
• Understanding of the end-to-end Financial Planning process.

Responsibilities

• Process new business for clients.
• Manage the Wealth Planners' diaries and arrange client meetings.
• Handle client queries and correspondence.

Skills

Administrative skills

Client communication

Time management

Job description

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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.