Wealth Planning Administrator

Bruin; London; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading financial services firm is seeking a Wealth Management Assistant to join its HNW team in London. The role involves supporting Wealth Planners with administrative tasks, client correspondence, and diary management. The ideal candidate must have prior experience in Financial Planning, with full training and exam support provided to further their career.

Qualifications

• Previous experience in Financial Planning or Wealth Management.
• Understanding of end-to-end Financial Planning process.

Responsibilities

• Process new business for clients and manage correspondence.
• Support Wealth Planners with diary management and meeting arrangements.
• Prepare client application forms and post-meeting actions.

Skills

Client Management

Administrative Support

Job description

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Base pay range

Direct message the job poster from Bruin

Financial Planning & Pensions Recruitment Specialist | Connecting Talent with Leading Financial Services Firms

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.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative and Customer Service

• Industries

  Financial Services and Investment Management

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