Wealth Planning Coordinator

Main ResponsibilitiesAs a Wealth Planning Assistant, you will provide efficient delivery of services to regulated advisers and their complex clients. Your role will involve proactively arranging and assisting Client Directors in the preparation of formal review and ad-hoc client meetings, to include pre- and post-meeting discussions. You will also be...

Location - London and Tunbridge WellsSalary - £35,000 - £45,000Full time, PermanentBlakemore Recruitment is assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing client support team.This is an excellent opportunity to join a successful and fast-growing national organisation with the added benefit of...

Blakemore Recruitment is assisting a Wealth and Asset Management client find a Wealth Planning Assistant to join their growing client support team.This role involves providing efficient delivery of services to regulated advisers and their complex clients. Flexible working arrangements include 2/3 days in the office and the rest working from home.Key...

Blakemore Recruitment is assisting a Wealth and Asset Management client in their search for a skilled Financial Planning Coordinator. This role offers an excellent opportunity to join a successful and fast-growing national organisation with the added benefit of being part of a significant multinational group.About the RoleThis is a full-time position, with...

Location - Tunbridge WellsSalary - £35,000 - £45,000Full time, Permanent.Blakemore Recruitment is assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing private office client support team.This is an excellent opportunity to join a successful and fast-growing national organisation with the added benefit...

Location - London and Tunbridge WellsSalary - £35,000 - £45,000Full time, Permanent.Blakemore Recruitment are assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their client support team.This is an excellent opportunity to join a successful and fast-growing national organisation with the added benefit of being...

Location - London and Tunbridge WellsSalary - £35,000 - £45,000Full time, Permanent.Blakemore Recruitment is assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing client support team.This is an excellent opportunity to join a successful and fast-growing national organisation with the added benefit of...

Location - Tunbridge WellsSalary - £35,000 - £45,000Full time, Permanent.Blakemore Recruitment are assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to support their private office client team.This is an excellent opportunity to join a successful and fast-growing national organisation with the added benefit of being part...

As a Tax Planning Specialist at Evelyn Partners, you will work with a diverse range of clients, including private individuals and private equity executives, to provide expert tax advice and planning services. Your portfolio will consist of a mix of established and growing wealth, with a focus on complex capital gains tax and inheritance tax matters.Key...

About the RoleWe are seeking a highly experienced and skilled Financial Planning Director to join our team at Evelyn Partners. As a key member of our team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Assign tasks and responsibilities to team members and monitor their...

Activity Programme CoordinatorMHA is seeking an experienced Activity Programme Coordinator to join our team at Torrwood, Wells. As an Activity Programme Coordinator, you will be responsible for planning and delivering a programme of activities for our residents, tailored to their assessed social needs.Key Responsibilities:Plan and deliver a programme of...

About the RoleWe are seeking a highly skilled Private Client Partner to join our Protecting & Passing on Wealth department. As a key member of our team, you will work with complex and international estates for high-net-worth clients, handling a broad range of private client work, including:Lifetime PlanningPreparing WillsTrust and Estate...

Activity Programme CoordinatorWe are seeking a skilled Activity Programme Coordinator to join our team at Methodist Homes. As an Activity Programme Coordinator, you will be responsible for planning and delivering a programme of activities for our residents, tailored to their assessed social needs.Key Responsibilities:Plan and deliver a programme of...

Activity Programme CoordinatorWe are seeking a skilled Activity Programme Coordinator to join our team at Methodist Homes. The successful candidate will be responsible for planning and delivering a programme of activities for our residents, tailored to their assessed social needs.Key Responsibilities:Plan and deliver a programme of activities for residents,...

Job Title: Italian Speaking Events CoordinatorAbout the Role:We are seeking an Italian speaking events coordinator to join our team at French Selection. As an events coordinator, you will be responsible for the successful delivery of events, covering pre-event, onsite delivery, and post-event activities. You will work closely with the team to develop and...

Activity Programme CoordinatorWe are seeking a skilled Activity Programme Coordinator to join our team at Methodist Homes. As an Activity Programme Coordinator, you will be responsible for planning and delivering a programme of activities for our residents, tailored to their assessed social needs.Key Responsibilities:Develop and implement activity programmes...

beBee Professionals in Royal Tunbridge Wells is seeking a skilled Project Manager to oversee and guide our project teams. Manage diverse projects across multiple departments and ensure timely and successful delivery.Key Responsibilities:Plan, execute, and close projects according to strict deadlines and within budget.Coordinate internal resources and third...

Job Title: Italian Speaking Events CoordinatorLocation: Tunbridge WellsSalary: From £30,000 per annum depending on experienceWe are seeking a highly skilled Italian speaking events coordinator to join our team at French Selection UK. As an events coordinator, you will be responsible for the successful delivery of events, covering pre-event, onsite delivery,...

beBee Professionals is seeking a Learning Environment Coordinator to support our teaching staff in creating a dynamic and engaging learning environment in Royal Tunbridge Wells. As a key member of our team, you will play a critical role in ensuring the success of our educational program.Key Responsibilities:Collaborate with teaching staff to develop and...

Activity Programme CoordinatorWe are seeking a skilled Activity Programme Coordinator to join our team at Methodist Homes. The successful candidate will be responsible for planning and delivering a programme of activities for our residents, tailored to their assessed social needs.Key Responsibilities:Plan and deliver a varied programme of activities for...