Wealth Planning Support Specialist

1 month ago


Banstead, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time
Wealth Planning Support Specialist

Artemis Recruitment Consultants Ltd is recruiting for a Wealth Planning Support Specialist to join their prestigious client's team. This is a unique chance to gain expertise in wealth management and build relationships within a renowned organization.

About Us:
Our client has over 20 years of experience in the financial services industry, offering bespoke wealth management solutions to individuals and families. They have built a reputation for exceptional service and dedication to helping clients achieve their long-term goals.

Job Description:
The Wealth Planning Support Specialist will be responsible for providing high-quality administrative support to the wealth adviser team, ensuring seamless delivery of services to clients. Key responsibilities include: preparing detailed reports on investments and financial planning strategies; conducting thorough market research; and working closely with the client relationship manager to identify opportunities for growth and improvement.

Responsibilities:
- Prepare detailed reports on investment recommendations and financial planning strategies
- Conduct thorough market research to inform advice to clients
- Collaborate with the client relationship manager to identify areas for growth and improvement

Requirements:
- Relevant experience in a similar role, preferably within a wealth management firm
- Strong analytical and problem-solving skills
- Proficiency in Microsoft Office, particularly Excel and Word

Benefits:
- Competitive salary of £40,000 - £55,000 per annum
- Opportunities for professional development and growth within the company

Schedule:
This is a full-time position, requiring regular attendance at the office. Flexible working arrangements may be considered for the right candidate.

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