Wealth Planning Administrator

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

Job summary

A leading Wealth Management firm in London is looking for a Wealth Management Assistant to support their high-net-worth clients. The role includes administrative tasks, client communication, and diary management for Wealth Planners. The ideal candidate will have experience in the financial planning sector and a strong understanding of the planning process. Full training and exam support will be provided for career development.

Benefits

Full training and exam support

Qualifications

• Experience in Financial Planning or Wealth Management is preferred.
• Understanding of the Financial Planning process.

Responsibilities

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

Skills

Client Management

Administrative Support

Attention to Detail

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.