Wealth Management Associate
6 days ago
We are seeking a Wealth Management Assistant to join our HNW team in the Worcestershire area. As a Wealth Management Assistant, you will be supporting the Wealth Planners with administrative work. Your daily responsibilities will include:
- Processing new business for clients
- Being a point of contact for client queries and handling client correspondence and post
- Managing the Wealth Planners' diaries
- Arranging client meetings, valuations, meeting packs
- Completing any required post-meeting actions and minutes
- Preparing letters of authority for signing
- Preparing client application forms in line with suitability report recommendations, ensuring they are actioned when returned by the client
About the Role:
This is an excellent opportunity to develop your career in a firm of Financial Planners/Wealth Managers. Our firm offers full training and exam support to our employees, allowing them to develop their skills and knowledge in the field of Financial Planning.
Requirements:
The ideal candidate will have previous experience of working within a firm of Financial Planners/Wealth Managers and a full understanding of the end-to-end Financial Planning process. If you are a motivated and detail-oriented individual who is passionate about delivering excellent client service, we would be delighted to hear from you.
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