Wealth Planning Associate

2 weeks ago


Worcester, Worcestershire, United Kingdom Bruin Full time
Role Overview

We are seeking a highly skilled and experienced Wealth Planning Assistant to join our HNW team in Worcestershire.

Key Responsibilities
  • Support Wealth Planners with administrative tasks, ensuring seamless day-to-day operations.
  • Process new business for clients, maintaining accurate records and meeting deadlines.
  • Act as a point of contact for client queries, handling correspondence and post with professionalism.
  • Manage Wealth Planners' diaries, arranging client meetings, valuations, and meeting packs.
  • Complete post-meeting actions and minutes, ensuring timely completion.
  • Prepare letters of authority for signing and client application forms in line with suitability report recommendations.
Requirements

The ideal candidate will have previous experience working within a firm of Financial Planners/Wealth Managers, with a deep understanding of the end-to-end Financial Planning process.

Full training and exam support will be offered to the successful candidate, enabling them to develop their career in the direction of their choice.



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