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Client Support Wealth Advisor

3 months ago

Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full time

Wealth Planning Assistant

Blakemore Recruitment is collaborating with a prominent Wealth and Asset Management firm to find a Wealth Planning Assistant to enhance their growing client support division. This role presents a fantastic opportunity to join a thriving national organization that is part of a larger multinational network.

The position entails delivering effective services to regulated advisors and their clientele, offering a blend of office-based and remote working arrangements.

Key Responsibilities

  • Proactively coordinate and assist Client Directors in organizing client meetings
  • Track the progress and execution of client-related actions
  • Maintain comprehensive client records and collaborate with Operations
  • Develop and nurture client relationships
  • Support sales initiatives and oversee business pipelines
  • Aid in the preparation of proposal documents and advisory reports
  • Compile quarterly reports and assist in establishing client frameworks

The ideal candidate should demonstrate:

  • Strong numerical aptitude
  • Capability to perform under pressure and adhere to deadlines
  • Knowledge of investment strategies and financial planning
  • Experience in wealth management or financial advisory
  • Excellent communication skills
  • Self-assurance and drive
  • Problem-solving skills
  • Attention to detail and precision
  • Effective time management abilities
  • Capacity to uphold confidentiality

If you are keen on exploring this opportunity, please reach out for further details.