Wealth Planning Assistant

4 weeks ago

London, United Kingdom MB Fitzgerald Full time

A leading City based Private Bank is seeking to recruit an experienced Wealth Management Administrator to provide high level holistic support to a long establish UHNW client book.

Purpose foy the role will be to support client facing Wealth Management personnel, Investment Managers and Wealth Planners by undertaking administration duties that foster excellent client relations through a high standard of communication and general administration.

**Job Description Key Responsibilities**
- Significant contribution to the client experience and service delivery to both existing and new clients, including a smooth client take on process, general client communications and administration, mailings, & valuations
- Provision of responsive, timely and high-quality administration support including; typing, photocopying, e-filing and phone calls
- Acting as a key contact point for all internal and external administrative queries
- Track all client documentation and data entry ensuring client records are maintained, accurate and in good order
- Ensure all administration follows Wealth Managements regulatory and procedural processes
- Assist the WMA Team Leader in projects and developing a team ethos of high standards of client service, upholding the Bank's Values and Commitments as the business grows
- Management of account opening and closure paperwork, and fee invoicing administration

**Key Interfaces**:

- Work closely with all Wealth Management personnel to facilitate an outstanding client experience, including liaison with Private/Commercial Bankers and Private/Commercial Banking Executives
- Liaison with Client Transitions on general queries for take-on packs, static data updates and other Back Office Operations
- Compliance and other internal departments

***Knowledge / Experience**:

- High net worth Wealth Management administration experience
- Strong organisational and administrative skills
- Responsive and proactive
- Understands the importance of and can deliver accuracy, is always conscientious and can work independently
- Effective written and verbal communication skills

**Qualifications**:

- Suitable Wealth Management planning qualifications achieved or are working towards including (preferred)

**Competencies**:

- Client focus
- Team Working
- Customer Focus
- Planning & Reviewing
- Working Pro-actively
- Communication & Confidence
- Works proactively
- Problem solving and judgement

This is an excellent opportunity at a top set-up who can offer highly competitive salary, 36k to 45k plus comprehensive benefits (25 days, bonus, PMI, Pensions etc) and bonus. This client can offer a hybrid working environment with three days in the office and two from home (specific days can vary week on week dependent on business needs).

  • Wealth Planning Assistant

    1 week ago

    London, United Kingdom Kennedy Pearce Consulting Full time

    **Job details**: - Posted 21 March 2023 - Salary Up to £50000 per annum - LocationCity of London - Job type Permanent - DisciplineBanking Operations - ReferenceWealth Management_1679394730 - Contact NameWill Goodman **Job description**: **Responsibilities**: - Produce and prepare accurate and timely reports and presentations for clients and internal...

  • Wealth Planner

    5 days ago

    London, United Kingdom Succession Wealth Full time

    **Wealth Planner - London** **Home based with links to our London office** **Competitive Basic salary (negotiable dependant on experience) + uncapped monthly bonus** Succession Wealth was founded in 2009 with the vision of providing independent financial advice and an unrivalled level of expertise and personalised service to help clients achieve their...

  • Wealth Associate

    2 weeks ago

    London, United Kingdom MASECO Private Wealth Full time

    The is an exciting opportunity for a graduate who is looking to pursue a career in Wealth Planning. We are looking for someone who is committed to adding value by delivering results in an administrative capacity and by preparing client-ready documents. The role has potential to develop into having some exposure to clients and training and support will be...

  • Wealth Planning Assistant

    3 weeks ago

    London, United Kingdom mbf. Full time

    A leading City based Private Bank is seeking to recruit an experienced Wealth Management Administrator to provide high level holistic support to a long establish UHNW client book. Purpose foy the role will be to support client facing Wealth Management personnel, Investment Managers and Wealth Planners by undertaking administration duties that foster...

  • Senior Wealth Planning Assistant

    2 weeks ago

    London, United Kingdom Page Personnel Full time

    Opportunity to work for a boutique investment manager in the City of London - Earn performance based rewards in addition to a lucrative benefits package **About Our Client**: A boutique, multi-asset investment firm based in the City of London. A firm with a client first approach to investment management. - Providing support to the head of wealth planning...

  • Associate Wealth Adviser

    3 weeks ago

    London, United Kingdom Apollo Private Wealth Full time

    **About the job**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you have started your Level 4 but haven't finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but will give you...

  • Associate Wealth Manager

    1 week ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth ManagementAAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth ManagementAAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Adviser

    1 week ago

    London, United Kingdom Apollo Private Wealth Full time

    **Your mission**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you are part way through your Level 4 but haven't quite finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but...

  • Associate Wealth Adviser

    2 weeks ago

    London, United Kingdom Apollo Private Wealth Full time

    **Your mission**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you are part way through your Level 4 but haven't quite finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but...

  • Associate Wealth Manager

    1 month ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans,...

  • Associate Wealth Manager

    1 month ago

    London, United Kingdom AAG Wealth Management Full time

    Job DescriptionAssociate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to...

  • Associate Wealth Manager

    4 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Job Description Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training...

  • Associate Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    2 months ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    1 month ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    3 days ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans,...

  • Associate Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...

  • Associate Wealth Manager

    2 weeks ago

    London, United Kingdom AAG Wealth Management Full time

    Associate Wealth Manager – AAG Wealth Management AAG Wealth Management, one of SJP's most successful Partners, are looking to grow their team with an Associate Wealth Manager. Given their continued expansion plans, AAG are looking for an individual who is seeking a structured way of entering financial advice whilst requiring training to reach their...