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Financial Services Coordinator

1 month ago

Worcester, Worcestershire, United Kingdom Bruin Full time

Wealth Planning Assistant Role Summary

We are seeking a highly skilled and experienced Financial Services Coordinator to join our HNW Team in Worcestershire.

As a Wealth Planning Assistant, you will provide administrative support to our Wealth Planners, ensuring the smooth operation of our Private Client business.

Key Responsibilities:

  • Process new business for clients
  • Act as a point of contact for client queries and handle client correspondence and post
  • Manage the Wealth Planners' diaries
  • Arrange client meetings, valuations, meeting packs
  • Complete any required post-meeting actions and minutes
  • Prepare letters of authority for signing
  • Prepare client application forms in line with suitability report recommendations, ensuring they are actioned when returned by the client

Requirements:

We are looking for a highly motivated and organized individual with previous experience of working within a firm of Financial Planners/Wealth Managers.

Full training and exam support will be provided to the successful candidate, should they wish to develop their career in this direction.

About Bruin Financial

Bruin Financial is a leading provider of wealth management services in the UK.