Wealth Planning Associate
3 weeks ago
Main Responsibilities
As a Wealth Planning Assistant, you will provide efficient delivery of services to regulated advisers and their complex clients. Your role will involve proactively arranging and assisting Client Directors in the preparation of formal review and ad-hoc client meetings, to include pre- and post-meeting discussions. You will also be responsible for monitoring the progress and implementation of agreed actions from client meetings and other client contact.
Key Accountabilities
- Maintaining client records including suitability, AML and KYC data; and liaising with Operations regarding data amendments.
- Building and maintaining good relationships with clients and acting as the first point of liaison for general queries. Implementing actions or, in the case of advice or dealing requirements, passing instructions to the Client Director or appropriate colleague.
- Running weekly meetings with Client Directors to support sales activities, manage pipelines, new and ongoing business, meeting actions and AML requirements.
About the Role
This is an excellent opportunity to join a successful and fast-growing national organisation with the added benefit of being part of a significant multinational group. The ideal candidate will have a thorough understanding of investment and financial planning principles and processes, as well as proven experience within the wealth management/financial planning sector. Strong written and verbal communication skills, self-confidence and self-motivation are also essential for this role.
What We Offer
Blakemore Recruitment is proud to be assisting our Wealth and Asset Management client in their search for a Wealth Planning Assistant. This role offers a unique opportunity to work with a dynamic and fast-growing organisation, with a competitive salary and excellent benefits package.
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