HNW Client Services Coordinator

10 hours ago


Worcester, Worcestershire, United Kingdom Bruin Full time
Overview:

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:
  1. Process new business for clients
  2. Manage client correspondence and post
  3. Arrange meetings and coordinate valuations
  4. Prepare letters of authority and application forms
Skills and Qualifications:

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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