HNW Client Services Coordinator
10 hours ago
Bruin Financial is seeking an experienced professional to join their HNW team as a Financial Planning Assistant.
Estimated Salary:£40,000 - £50,000 per annum.
About the Role:This role involves supporting Wealth Planners with daily administrative tasks, including processing new business for clients, handling client queries, and coordinating meeting arrangements.
Key Responsibilities:- Process new business for clients
- Manage client correspondence and post
- Arrange meetings and coordinate valuations
- Prepare letters of authority and application forms
The ideal candidate will have previous experience working within a Financial Planning or Wealth Management firm and possess a full understanding of the end-to-end Financial Planning process.
Benefits:The firm offers full training and exam support to help develop a career in Wealth Management.
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