Senior Wealth Planning Specialist
3 days ago
Mason Blake, a leading Boutique Asset Management firm, is seeking a skilled Senior Wealth Planning Assistant to join their dedicated team on a permanent basis.
Key Responsibilities- Initiate and manage client relationships from inception, collaborating with Investment Managers and coordinating account opening.
- Maintain existing client accounts, conducting periodic AML reviews and managing agreements and sub-accounts.
- Coordinate with third parties on custodial matters and derivative/FFX account openings.
- Minimum of 2 years' experience in a similar role, demonstrating sound knowledge of asset management company structures.
- Preferred experience in private client portfolio administration and relevant industry qualifications such as IOC.
Mason Blake offers a competitive compensation package, including an attractive bonus structure and ample room for professional growth.
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at mbf. As an Asset Planning Officer, you will play a critical role in providing comprehensive financial advisory services to our high net worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships,...
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at mbf. As an Asset Planning Officer, you will play a critical role in providing comprehensive financial advisory services to our high net worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships,...
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at mbf. As an Asset Planning Officer, you will play a critical role in providing comprehensive financial advisory services to our high net worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships,...
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeJob Title: Asset Planning OfficerWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at mbf. As an Asset Planning Officer, you will play a critical role in providing comprehensive financial advisory services to our high net worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships,...
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeUnlock Your Potential as a Wealth Planning SpecialistAt mbf, we're seeking a highly skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Management business, you'll play a vital role in providing comprehensive financial advisory services to our high-net-worth clients.Key Responsibilities:Manage a portfolio of high-value client...
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeUnlock Your Potential as a Wealth Planning SpecialistAt mbf, we're seeking a highly skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Management business, you'll play a vital role in providing comprehensive financial advisory services to our high-net-worth clients.Key Responsibilities:Manage a portfolio of high-value client...
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Wealth Planning Specialist
2 weeks ago
London, Greater London, United Kingdom mbf Full timeJob DescriptionJob Title: Office PlannerCompany: mbfJob Type: Full-timeLocation: RemoteAbout the Role:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team. As a Wealth Planning Specialist, you will be responsible for providing complex advice to high-net-worth private clients, managing their wealth planning strategies,...
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Wealth Planning Specialist
2 weeks ago
London, Greater London, United Kingdom mbf Full timeJob DescriptionJob Title: Office PlannerCompany: mbfJob Type: Full-timeLocation: RemoteAbout the Role:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team. As a Wealth Planning Specialist, you will be responsible for providing complex advice to high-net-worth private clients, managing their wealth planning strategies,...
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Wealth Planning Specialist
3 days ago
London, Greater London, United Kingdom ZipRecruiter Full timeJoin Our Wealth Planning TeamWe are seeking a highly skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Management business, you will be responsible for providing comprehensive financial advisory services to our high-net-worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships, overseeing their...
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Wealth Planning Specialist
3 days ago
London, Greater London, United Kingdom ZipRecruiter Full timeJoin Our Wealth Planning TeamWe are seeking a highly skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Management business, you will be responsible for providing comprehensive financial advisory services to our high-net-worth clients.Key Responsibilities:Manage a portfolio of high-value client relationships, overseeing their...
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeUnlock Your Potential as a Wealth Planning ExpertAt mbf, we're seeking a highly skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Management business, you'll play a vital role in providing comprehensive financial advisory services to our high-net-worth clients.Key Responsibilities:Manage a portfolio of high-value client...
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Wealth Planning Specialist
1 week ago
London, Greater London, United Kingdom mbf Full timeUnlock Your Potential as a Wealth Planning ExpertAt mbf, we're seeking a highly skilled Wealth Planning Specialist to join our team. As a key member of our Wealth Management business, you'll play a vital role in providing comprehensive financial advisory services to our high-net-worth clients.Key Responsibilities:Manage a portfolio of high-value client...
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Wealth Planning Specialist
3 weeks ago
London, Greater London, United Kingdom mbf Full timeJob Title: Planning OfficerJob Summary:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at MBF. As a key member of our Wealth Management division, you will be responsible for providing expert advice to high-net-worth individuals on wealth planning and tax strategies.Key Responsibilities:Manage a portfolio of...
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Wealth Planning Specialist
3 weeks ago
London, Greater London, United Kingdom mbf Full timeJob Title: Planning OfficerJob Summary:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at MBF. As a key member of our Wealth Management division, you will be responsible for providing expert advice to high-net-worth individuals on wealth planning and tax strategies.Key Responsibilities:Manage a portfolio of...
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Wealth Planning Specialist
2 weeks ago
London, Greater London, United Kingdom mbf Full timeJob Title: Planning OfficerJob Summary:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at MBF. As a key member of our Wealth Management department, you will be responsible for providing complex financial advice to high-net-worth individuals and families.Key Responsibilities:Manage a portfolio of high-value client...
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Wealth Planning Specialist
3 weeks ago
London, Greater London, United Kingdom mbf Full timeJob Title: Planning OfficerJob Summary:We are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at MBF. As a key member of our Wealth Management department, you will be responsible for providing complex financial advice to high-net-worth individuals and families.Key Responsibilities:Manage a portfolio of high-value client...
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Wealth Planning Specialist
6 days ago
London, Greater London, United Kingdom mbf Full timeJob OpportunityWe are seeking a highly skilled Wealth Planning Specialist to join our team at mbf. As a key member of our Wealth Management business, you will play a crucial role in providing comprehensive financial advisory services to our clients and prospects.Key Responsibilities:Manage a portfolio of high-value client relationships, overseeing their...
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Wealth Planning Specialist
6 days ago
London, Greater London, United Kingdom mbf Full timeJob OpportunityWe are seeking a highly skilled Wealth Planning Specialist to join our team at mbf. As a key member of our Wealth Management business, you will play a crucial role in providing comprehensive financial advisory services to our clients and prospects.Key Responsibilities:Manage a portfolio of high-value client relationships, overseeing their...
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Wealth Planning Specialist
3 days ago
London, Greater London, United Kingdom mbf Full timeJob OpportunityWe are seeking a skilled Wealth Planning Specialist to join our team at mbf. As a key member of our Wealth Management business, you will play a crucial role in providing comprehensive financial advisory services to our clients and prospects.Key Responsibilities:Manage a portfolio of high-value client relationships, overseeing their wealth...
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Wealth Planning Specialist
3 days ago
London, Greater London, United Kingdom mbf Full timeJob OpportunityWe are seeking a skilled Wealth Planning Specialist to join our team at mbf. As a key member of our Wealth Management business, you will play a crucial role in providing comprehensive financial advisory services to our clients and prospects.Key Responsibilities:Manage a portfolio of high-value client relationships, overseeing their wealth...