Senior Wealth Planning Administrator

1 month ago

London, United Kingdom Page Personnel Full time

Permanent Wealth Planning Assistant for an investment manager in London
- Excellent exposure, growth and progression opporunities

**About Our Client**:
The financial services client based in the City of London is an established and successful investment manager with a culture dedicated to providing the best possible service, based on the experience and professionalism of the founders and team.

The core duties of the Senior Wealth Planning Administrator are as follows:

- Produce and prepare accurate and timely reports and presentations for clients and internal meetings
- Assist with the preparation of client meetings, including the production of agendas, meeting packs, and post-meeting follow-up
- Work with the Head of Wealth Planning to design and implement processes and procedures to support the Wealth Planning team
- Develop and maintain good working relationships with clients, their advisers, and internal colleagues
- Assist with ad hoc projects and tasks as required.

**The Successful Applicant**:
The requirements for the Senior Wealth Planning Administrator are as follows:

- Previous administrative experience within wealth planning for HNW private clients.
- Excellent administrative and organizational skills with the ability to manage multiple tasks and priorities
- Excellent numeracy, strong attention to detail and accuracy
- Good interpersonal and communication skills, both verbal and written
- Proven ability to work on own initiative and take ownership of tasks
- Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint

**What's on Offer**:
Competitive salary of £42,000-£47,000 plus salary and full benefits package

Hybrid working, 4 days in the office, 1 day WFH

  • Ifa Administrator

    1 month ago

    London, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Location: City, London** **Hybrid Working - 3-4 x days office** **Salary: £30,000 - £36,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been...

  • Wealth Planning Assistant

    6 days 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...

  • Wealth Manager

    18 hours ago

    London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006,Clearwater Wealth Management (CWM)has helped people and businesses achieve their lifelong ambitions through high quality financial advice.CWMhas supported over 110 talented young people who at the time, were struggling to find an opportunity...

  • Wealth Manager

    7 days ago

    City of London, Greater London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes? Do you have the following skills, experience and drive to succeed in this role Find out below. Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM...

  • Wealth Manager

    2 weeks ago

    City of London, Greater London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes? Do you have the following skills, experience and drive to succeed in this role Find out below. Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM...

  • Wealth Manager

    3 weeks ago

    London, United Kingdom Clearwater Wealth Management Full time

    Job DescriptionAre you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to...

  • Wealth Manager

    3 weeks ago

    London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Do you have the following skills, experience and drive to succeed in this role Find out below.Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has...

  • Wealth Manager

    2 weeks ago

    London, United Kingdom Clearwater Wealth Management Full time

    Job Description Are you an ambitious professional who is passionate about delivering great client outcomes? Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling...

  • Wealth Manager

    2 weeks ago

    London, United Kingdom Clearwater Wealth Management Full time

    Job Description Are you an ambitious professional who is passionate about delivering great client outcomes? Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling...

  • Wealth Manager

    1 month ago

    London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes? Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an...

  • Wealth Manager

    11 hours ago

    London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an...

  • Wealth Manager

    3 weeks ago

    London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes? Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an...

  • Wealth Manager

    2 weeks ago

    Greater London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Do you have the following skills, experience and drive to succeed in this role Find out below.Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has...

  • Senior Wealth Management Administrator

    1 day ago

    London, United Kingdom Your Resourcing Partner Full time

    _**New opportunity**:_ - **SENIOR WEALTH MANAGEMENT ADMINISTRATOR / PRACTICE MANAGER **_ Suitable for long-term administrator / future practice manager. **Role overview** We are recruiting for a full time Wealth Senior Wealth Management Administrator to support one Partners within a successful principal partner practice of St. James’s Place Wealth...

  • Wealth Manager

    1 month ago

    Greater London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an...

  • Wealth Manager

    1 month ago

    Greater London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an...

  • Wealth Manager

    1 month ago

    Greater London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an...

  • Wealth Manager

    4 weeks ago

    Greater London, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes? Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an...

  • Wealth Manager

    7 hours ago

    London, UK, UK, United Kingdom Clearwater Wealth Management Full time

    Are you an ambitious professional who is passionate about delivering great client outcomes?Since establishing in 2006, Clearwater Wealth Management (CWM) has helped people and businesses achieve their lifelong ambitions through high quality financial advice. CWM has supported over 110 talented young people who at the time, were struggling to find an...

  • Associate Wealth Adviser

    5 days 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...