Financial Services Administrative Assistant

2 days ago


Worcester, Worcestershire, United Kingdom Bruin Full time
Job Description

Bruin Financial is a leading Wealth Manager seeking a skilled Financial Services Administrative Assistant to support their HNW team.

The successful candidate will provide essential administrative assistance to the Wealth Planners, including:

  • Client Support: Handle client queries, correspondence, and post, ensuring timely responses and resolution.
  • Meeting Coordination: Arrange client meetings, valuations, and meeting packs, ensuring smooth logistics.
  • Document Preparation: Prepare letters of authority for signing and client application forms in line with suitability report recommendations.

With a strong foundation in financial planning, the ideal candidate will be able to provide exceptional support to the Wealth Planners, driving business growth and success.

A competitive salary and full training opportunities are available for this exciting role.

Prior experience in a similar role and a solid understanding of the financial services industry are highly desirable.



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