Wealth Planning Coordinator
4 weeks ago
Blakemore Recruitment is assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing client support team.
Main Responsibilities:- Pro-actively arrange and assist Client Directors in the preparation of formal review and ad-hoc client meetings, including pre- and post-meeting discussions.
- Monitor the progress and implementation of agreed actions from client meetings and other client contact.
- Maintain client records, including suitability, AML and KYC data, and liaise with Operations regarding data amendments.
- Build and maintain good relationships with clients and act as the first point of liaison for general queries.
- Run weekly meetings with Client Directors to support sales activities, manage pipelines, new and ongoing business, meeting actions and AML requirements.
- Assist with the drafting and proof-reading of proposal documents, route maps and advice reports for the Client Director to review and progress.
- Prepare bespoke quarterly reports for clients, including external and internal assets, and present them to the client where necessary.
- Assist with the administration of establishing structures such as FICs, FLPs and external OEICs for clients, as well as ongoing administration.
- Complete static elements of Private Equity and compliance documentation, Investment Subscription documentation and accompanying AML; FATCA and CIS documentation.
- Update and maintain family balance sheets and gift schedules.
- Apply for and renew annual LEI numbers and GIINs for entities where applicable.
- Strong numeracy skills.
- Ability to work under pressure and meet tight deadlines.
- Thorough understanding of investment and financial planning principles and processes.
- Proven experience within the wealth management/financial planning sector.
- Confidence to liaise with staff and external parties at all levels.
- Strong written and verbal communication skills.
- Self-confidence and self-motivation.
- Good problem-solving and decision-making abilities.
- Attention to detail and accuracy.
- Time management and strong organisation.
- Ability to maintain confidentiality.
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Wealth Planning Coordinator
2 months ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob DescriptionJob Title: Wealth Planning AssistantJob Type: Full-timeLocation: Remote (with occasional office visits)Job Summary:We are seeking a highly organized and detail-oriented Wealth Planning Assistant to join our team at Blakemore Recruitment. As a Wealth Planning Assistant, you will provide administrative support to our Wealth and Asset Management...
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Wealth Planning Coordinator
2 months ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob DescriptionJob Title: Wealth Planning AssistantJob Type: Full-timeLocation: Remote (with occasional office visits)Job Summary:We are seeking a highly organized and detail-oriented Wealth Planning Assistant to join our team at Blakemore Recruitment. As a Wealth Planning Assistant, you will provide administrative support to our Wealth and Asset Management...
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Wealth Planning Coordinator
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantWe are seeking a highly organized and detail-oriented Wealth Planning Assistant to join our team at Blakemore Recruitment. As a key member of our Wealth and Asset Management client's private office client support team, you will play a crucial role in providing efficient delivery of services to regulated advisers and their...
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Wealth Planning Coordinator
4 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantWe are seeking a highly organized and detail-oriented Wealth Planning Assistant to join our team at Blakemore Recruitment. As a key member of our Wealth and Asset Management client's private office client support team, you will play a crucial role in providing efficient delivery of services to regulated advisers and their...
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Wealth Planning Coordinator
2 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantBlakemore Recruitment is assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing private office client support team.Main Responsibilities:Pro-actively arrange and assist Client Directors in the preparation of formal review and ad-hoc client meetings, including pre- and...
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Wealth Planning Coordinator
2 months ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantBlakemore Recruitment is assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing private office client support team.Main Responsibilities:Proactively arrange and assist Client Directors in preparing formal review and ad-hoc client meetings, including pre- and post-meeting...
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Wealth Planning Coordinator
2 months ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantBlakemore Recruitment is assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing private office client support team.Main Responsibilities:Proactively arrange and assist Client Directors in preparing formal review and ad-hoc client meetings, including pre- and post-meeting...
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Wealth Planning Coordinator
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantBlakemore Recruitment is assisting our Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing client support team.Main Responsibilities:Pro-actively arrange and assist Client Directors in the preparation of formal review and ad-hoc client meetings, including pre- and post-meeting...
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Wealth Planning Coordinator
2 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantBlakemore Recruitment is assisting our Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing client support team.Main Responsibilities:Pro-actively arrange and assist Client Directors in the preparation of formal review and ad-hoc client meetings, including pre- and post-meeting...
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Wealth Planning Coordinator
2 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantBlakemore Recruitment is assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing client support team.Main Responsibilities:Pro-actively arrange and assist Client Directors in the preparation of formal review and ad-hoc client meetings, including pre- and post-meeting...
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Wealth Planning Coordinator
2 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantBlakemore Recruitment is assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing client support team.Main Responsibilities:Pro-actively arrange and assist Client Directors in the preparation of formal review and ad-hoc client meetings, including pre- and post-meeting...
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Wealth Planning Coordinator
1 month ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantWe are seeking a highly organized and detail-oriented Wealth Planning Assistant to join our team at Blakemore Recruitment. As a key member of our Wealth and Asset Management client's private office client support team, you will play a crucial role in providing efficient delivery of services to regulated advisers and their...
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Wealth Planning Coordinator
1 month ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantWe are seeking a highly organized and detail-oriented Wealth Planning Assistant to join our team at Blakemore Recruitment. As a key member of our Wealth and Asset Management client's private office client support team, you will play a crucial role in providing efficient delivery of services to regulated advisers and their...
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Wealth Planning Coordinator
1 month ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantBlakemore Recruitment is assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing private office client support team.Main Responsibilities:Pro-actively arrange and assist Client Directors in the preparation of formal review and ad-hoc client meetings, including pre- and...
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Wealth Planning Coordinator
1 month ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantBlakemore Recruitment is assisting a Wealth and Asset Management client in seeking a Wealth Planning Assistant to join their growing private office client support team.Main Responsibilities:Pro-actively arrange and assist Client Directors in the preparation of formal review and ad-hoc client meetings, including pre- and...
-
Wealth Planning Coordinator
1 month ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantWe are seeking a highly organized and detail-oriented Wealth Planning Assistant to join our team at Blakemore Recruitment. As a key member of our Wealth and Asset Management client's private office client support team, you will play a crucial role in providing efficient delivery of services to regulated advisers and their...
-
Wealth Planning Coordinator
1 month ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantWe are seeking a highly organized and detail-oriented Wealth Planning Assistant to join our team at Blakemore Recruitment. As a key member of our Wealth and Asset Management client's private office client support team, you will play a crucial role in providing efficient delivery of services to regulated advisers and their...
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Wealth Planning Coordinator
1 month ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantWe are seeking a highly skilled and organized Wealth Planning Assistant to join our team at Blakemore Recruitment. As a key member of our client support team, you will play a crucial role in providing efficient delivery of services to regulated advisers and their complex clients.Main Responsibilities:Pro-actively arrange...
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Wealth Planning Coordinator
3 weeks ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantWe are seeking a highly organized and detail-oriented Wealth Planning Assistant to join our team at Blakemore Recruitment. As a key member of our client support team, you will play a crucial role in providing efficient delivery of services to regulated advisers and their complex clients.Main Responsibilities:Pro-actively...
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Wealth Planning Coordinator
1 month ago
Tunbridge Wells, Kent, United Kingdom Blakemore Recruitment Full timeJob Title: Wealth Planning AssistantWe are seeking a highly skilled and organized Wealth Planning Assistant to join our team at Blakemore Recruitment. As a key member of our client support team, you will play a crucial role in providing efficient delivery of services to regulated advisers and their complex clients.Main Responsibilities:Pro-actively arrange...
