Wealth Planning Assistant

3 months ago


Worcestershire UK, West Midlands, United Kingdom Bruin Full time

One of the top 10 Wealth Managers in the UK are seeking a Wealth Management Assistant to join their HNW team in the Worcestershire area.


Supporting the Wealth Planners with Administrative work your daily responsibilities will include;

  • Process new business for clients
  • Being a point of contact for client queries and handle client correspondence and post.
  • Manage the Wealth Planners diaries.
  • Arrange client meetings, valuations, meeting packs
  • Complete any required post meeting actions and minutes.
  • Prepare letters of authority for signing.
  • Prepare client application forms in line with suitability report recommendations, ensuring they are actioned when returned by the client


The ideal candidate will have previous experience of working within a firm of Financial Planners / Wealth Managers and will have a full understanding of the end-to-end Financial Planning process.


In return the firm will offer full training and exam support – should the individual choose to develop their career in that direction.


If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.


  • T&C Specialist

    1 month ago


    Birmingham, UK, West Midlands, United Kingdom IDEX Consulting Ltd Full time

    Training and Competency Oversight Specialist – Financial PlanningSalary up to £70,000 plus bonus and benefits + hybrid workingBirminghamJob descriptionWhat the Hiring Manager SaysWe provide highly personalised and comprehensive financial advice for individuals and families with needs such as significant investments, estate planning, and preparing for...

  • Senior Paraplanner

    3 months ago


    Birmingham, UK, West Midlands, United Kingdom Bruin Full time

    My client is one of the top 10 Wealth Managers in the UK and due to recent growth and acquisitions they are now looking for a Senior Paraplanner to join their team in Birmingham.In this role you will be supporting Wealth Planners by carrying out high quality research on a full range of financial planning products and services including pensions, life...

  • Planning Officer

    3 weeks ago


    Warwickshire, UK, West Midlands, United Kingdom Waterman Aspen Part time

    Job title: Planning OfficerType: Salaried / ContractLocation: West MidlandsSalary: Dependent on experience, skills and locationAn introduction to our unique company…Waterman Aspen welcomes planners, engineers and technical specialists to make their mark by working on some of the biggest infrastructure projects or in delivering professional services across...


  • Stourbridge, UK, West Midlands, United Kingdom Burgh Recruitment Full time

    Administrative AssistantLocation - Stourbridge Salary - £32,000 (DoE)Hours - Full-time / In OfficeAre you an enthusiastic Administrative Assistant eager for your next role? Could you fulfil a vital support function within a busy office?You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Plc. The...

  • Clinical Lead

    1 month ago


    Worcestershire, West Midlands, United Kingdom Blue Octopus Recruitment Ltd Full time

    Permanent – Full Time (37.5 hours per week) We are a not-for-profit charity dedicated to providing excellent care with a family feel, we have been supporting older people for over 100 years. The charity provides care home and day care services for older people, as well as grants for older people in financial difficulty. Specialising in care for people with...

  • Registered Nurse

    2 weeks ago


    Worcestershire, West Midlands, United Kingdom BLUE OCTOPUS RECRUITMENT LTD Part time

    Permanent – Part Time hours covering days and nights. We are a not-for-profit charity dedicated to providing excellent care with a family feel, we have been supporting older people for over 100 years. The charity provides care home and day care services for older people, as well as grants for older people in financial difficulty. With a person-focused...

  • Head of Policy

    1 month ago


    Worcestershire, UK, West Midlands, United Kingdom DataCareers Full time

    Head of Policy & Commissioning - Policing SectorSalary: Upto £68,000Location: Hybrid/WorcestershireMy Client are on a journey to shape the future of policing and create an inclusive working environment where our employees feel safe to make suggestions and voice their opinions. The main purpose of the Head of Policy and Commissioning role is to lead on...

  • Head of Policy

    2 weeks ago


    Worcestershire, UK, West Midlands, United Kingdom DataCareers Full time

    Head of Policy & Commissioning - Policing SectorSalary: Upto £68,000Location: Hybrid/WorcestershireMy Client are on a journey to shape the future of policing and create an inclusive working environment where our employees feel safe to make suggestions and voice their opinions. The main purpose of the Head of Policy and Commissioning role is to lead on...

  • Client Assistant

    1 month ago


    Birmingham, UK, West Midlands, United Kingdom Shakespeare Martineau Full time

    Client Assistant - Birmingham - 4 days a week Meet the teamOur award winning, highly skilled and experienced Private Capital group provide a wide range of services and advice to empowering families to define their unique long-term goals and legacy. We undertake various Family and Private Client work at all levels and across many sectors.Our Private Client...


  • Brierley Hill, UK, West Midlands, United Kingdom Higgs LLP Full time

    Job titlePrincipal Associate/Director DepartmentPrivate ClientOur PurposeTo forge long-term relationships that have a positive impact on our people, our clients, our business partners, and our community.Our Commitment to Our PeopleWe do not think there is a magic formula to the Higgs culture. The key is to listen to and respect our people. If we take care of...

  • Executive Assistant

    2 months ago


    Warwickshire, UK, West Midlands, United Kingdom Gleeson Recruitment Group Full time

    GRG are delighted to be partnering exclusively with a professional services organisation, who are seeking an experienced Executive Assistant to support their in-house legal function in Warwickshire. This dynamic role is designed for someone with a solid background in legal services, ideally within a corporate or commercial setting. The successful candidate...

  • Financial Advisor

    3 weeks ago


    Birmingham, UK, West Midlands, United Kingdom Ellis James Partners Full time

    Junior Financial AdviserLocation: Central Birmingham (easily accessible via public transport)Salary: Starting at £60k+ (with yearly pay reviews and discretionary bonuses)Are you a motivated and confident professional looking to take the next step in your financial advisory career? Join a thriving wealth management practice offering:What’s on Offer:Hybrid...


  • Warwickshire, UK, West Midlands, United Kingdom Project Partners Full time

    Assistant Landfill ManagerLocation: Rugby, WarwickshireHours: 48 hrs per weekSalary: Competitive salary depending on experienceStart date: ImmediateProject Partners are working with a building materials wholesaler who are now on the look out for an Assistant Landfill Manager based in Rugby, Warwickshire. Reporting directly to the Landfill Manager, the...


  • Birmingham, UK, West Midlands, United Kingdom Metro Full time

    Powered by industry-leading Metro technology, Metro deliver import/export air, ocean and road freight forwarding, supply chain management, logistics and specialised services in retail, manufacturing and chemicals. At Metro, its our innovative technologies, pushing of boundaries, and most importantly, our employees that sets us apart.Role SummaryThis role...

  • Compliance Manager

    3 weeks ago


    Coventry, UK, West Midlands, United Kingdom Clayton Davies Full time

    Our client, a successful financial services firm operating in the wealth management space, are looking for a Compliance Manager to join the business. The Compliance Manager provides full compliance services fundamentally for the company with some compliance support into the wider UK group. They are responsible for managing the firms’ relationships with the...


  • Leeds, UK, West Yorkshire, United Kingdom Progeny Full time

    Role: Head of Financial Planning and Analysis (FP&A)Location: Leeds (Hybrid)As Head of Financial Planning and Analysis, you will join our thriving Finance team through an exciting phase of growth. You will play an integral role in delivering the strategic plan, annual budgeting and forecasting processes for the business, whilst driving financial analysis,...


  • Shropshire, UK, West Midlands, United Kingdom G2 Legal Full time

    Company Secretary Assistant- Hybrid workingAn exciting opportunity has arisen to join a well-established professional services firm in Shrewsbury.You will be responsible for assisting the Company Secretarial offering in the organisation with an established team around you.Perks:Competitive salary: £28-30k depending on experience.Hybrid and flexible working...


  • Solihull, UK, West Midlands, United Kingdom Zachary Daniels Full time

    Join Our Team as an Assistant Manager!Location: BirminghamSalary: Up to £32,000Are you ready to elevate your career with a rapidly expanding market leader in retail? If you're passionate about driving success through people, processes, and a vibrant environment, this opportunity is for you!Why Join Us?Become a key player in a high-profile retail store...

  • Supply Planner

    7 days ago


    Birmingham, UK, West Midlands, United Kingdom Matthew Clark Full time

    We’re a team of drinks industry obsessives, driven by supporting the trade – day in and night out. Passion paired with unparalleled industry insight mean we’re always moving forward, collaborating with our customers to understand the needs of their business and to ensure we’re supporting their future growth. We are one of the UK’s largest drinks...


  • Walsall, UK, West Midlands, United Kingdom Outcomes First Group Full time

    Job description How would you like to be paid for five days but only work four*? Our colleagues’ wellbeing is at the heart of everything we do at OFG, so we’re always looking for new ways to improve everyone’s work/life balance. We’re taking part in a trial of the 4-Day Working Week, meaning that you could be working one day less a...