Wealth Management Assistant Manager

3 weeks ago


Marlow, United Kingdom Bucks & Berks Recruitment PLC Careers Full time

We are recruiting for a Wealth Management Assistant Manager to join our client, a successful wealth management firm based in the Marlow area. This is an exciting opportunity for someone who has a passion for financial services and wants to take their career to the next level.

The successful candidate will provide administrative support to the Financial Planners while also handling some PA responsibilities for the manager. Previous experience in a similar role or industry would be beneficial, but it's not essential. We're looking for someone with strong IT skills, particularly in Excel, and excellent attention to detail. You'll need to have fantastic communication skills, enjoy working as part of a team, and be able to work independently with minimal supervision.

The ideal candidate will be comfortable using software platforms and have a strong ability to navigate provider systems. They will also possess excellent organizational skills, be able to prioritize tasks effectively, and meet deadlines consistently. Our client offers a competitive salary package, including a base salary of £32,000 - £40,000 per annum, depending on experience.

About the Job:

  • Provide administrative support to the Financial Planners, including managing provider platforms.
  • Process new business applications and maintain accurate records.
  • Co-ordinate Financial Planner diaries and arrange client meetings.
  • Prepare documentation for client appointments and meetings, including annual planning meeting packs.
  • Respond to email enquiries and liaise directly with clients.
  • Send prepared information and reports to clients.
  • Ensure all data entry is completed accurately and efficiently.

Requirements:

To be successful in this role, you'll need to have a minimum of two years' experience in a similar role or industry. You'll also need to have excellent communication skills, be able to work effectively in a team, and have a strong ability to navigate provider systems.



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