Senior Wealth Planning Specialist

5 days ago

London, Greater London, United Kingdom Mason Blake Full time
Senior Wealth Planning Assistant

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.
Requirements:
  • 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, making this a remarkable opportunity for an ambitious professional to make a substantial impact within a respected Asset Management firm.

  • Wealth Planning Specialist

    1 week ago

    London, Greater London, United Kingdom mbf Full time

    Job 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,...

  • Wealth Planning Specialist

    1 week ago

    London, Greater London, United Kingdom mbf Full time

    Job 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,...

  • Wealth Planning Specialist

    1 week ago

    London, Greater London, United Kingdom mbf Full time

    Job 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,...

  • Wealth Planning Specialist

    1 week ago

    London, Greater London, United Kingdom mbf Full time

    Job 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,...

  • Wealth Planning Specialist

    1 week ago

    London, Greater London, United Kingdom mbf Full time

    Unlock 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...

  • Wealth Planning Specialist

    1 week ago

    London, Greater London, United Kingdom mbf Full time

    Unlock 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...

  • Wealth Planning Specialist

    2 weeks ago

    London, Greater London, United Kingdom mbf Full time

    Job 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,...

  • Wealth Planning Specialist

    2 weeks ago

    London, Greater London, United Kingdom mbf Full time

    Job 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,...

  • Wealth Planning Specialist

    3 days ago

    London, Greater London, United Kingdom ZipRecruiter Full time

    Join 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...

  • Wealth Planning Specialist

    3 days ago

    London, Greater London, United Kingdom ZipRecruiter Full time

    Join 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...

  • Wealth Planning Specialist

    1 week ago

    London, Greater London, United Kingdom mbf Full time

    Unlock 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...

  • Wealth Planning Specialist

    1 week ago

    London, Greater London, United Kingdom mbf Full time

    Unlock 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...

  • Wealth Planning Specialist

    3 weeks ago

    London, Greater London, United Kingdom mbf Full time

    Job 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...

  • Wealth Planning Specialist

    3 weeks ago

    London, Greater London, United Kingdom mbf Full time

    Job 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...

  • Wealth Planning Specialist

    2 weeks ago

    London, Greater London, United Kingdom mbf Full time

    Job 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...

  • Wealth Planning Specialist

    3 weeks ago

    London, Greater London, United Kingdom mbf Full time

    Job 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...

  • Wealth Planning Specialist

    6 days ago

    London, Greater London, United Kingdom mbf Full time

    Job 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...

  • Wealth Planning Specialist

    6 days ago

    London, Greater London, United Kingdom mbf Full time

    Job 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...

  • Wealth Planning Specialist

    3 days ago

    London, Greater London, United Kingdom mbf Full time

    Job 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...

  • Wealth Planning Specialist

    3 days ago

    London, Greater London, United Kingdom mbf Full time

    Job 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...