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- Tasks: Support Client Directors in wealth planning and client meetings while managing client records.
- Company: Join a fast-growing wealth management firm with a multinational presence.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Strong numeracy skills and experience in wealth management preferred.
- Other info: Dynamic team environment with excellent career advancement opportunities.
The predicted salary is between 35000 - 45000 £ per year.
Location - London and Tunbridge Wells
Salary - £35,000 - £45,000
Full time, Permanent.
Blakemore Recruitment are proudly assisting our Wealth and Asset Management client seek a Wealth Planning Assistant to join their growing client support team. 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 role is to provide efficient delivery of services to regulated advisers and their complex clients. This role allows flexible working with 2/3 days in the office and the rest working from home.
Main Responsibilities
- Pro-actively arranging and assisting Client Directors in the preparation of formal review and ad-hoc client meetings, to include pre- and post-meeting discussions. Attending some client meetings with Client Directors and taking minutes where agreed.
- Monitoring the progress and implementation of agreed actions from client meetings and other client contact.
- 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.
- Assisting with the drafting and proofreading of proposal documents, route maps and advice reports for the Client Director to review and progress, including the use of FE Analytics to prepare replacement business advice. Preparing sign-up documentation.
- Preparing bespoke quarterly reports for some clients, including external and internal assets, and presenting them to the client where necessary. Liaising with other industry professionals to collate information in relation to external assets.
- Assisting with the administration of establishing structures such as FICs, FLPs and external OEICs for clients where applicable, as well as ongoing administration. To include liaising with solicitors, ACDs and external trustees; providing accountants with information to prepare the annual accounts and arranging payments of tax and third-party invoices.
- Completing static elements of Private Equity and compliance documentation, Investment Subscription documentation and accompanying AML; FATCA and CIS documentation.
- Updating and maintaining family balance sheets and gift schedules.
- Applying for and renewing annual LEI numbers and GIINs for entities where applicable.
The ideal person:
- Strong numeracy skills
- Ability to work under pressure and meet tight deadlines
- Thorough understanding of investment and financial planning principles and processes
- Proven experience within the wealth management/financial planning sector
- Confidence to liaise with staff and external parties at all levels
- Experience of voyant / cashflow skills is desirable but not essential
- Strong written and verbal communication skills
- Self-confidence and self-motivation
- Good problem-solving and decision-making abilities
- Attention to detail and accuracy
- Time management and strong organisation
- Ability to maintain confidentiality
If this role interests you, please get in touch to discuss further.
Wealth Planning Assistant employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Assistant
✨Tip Number 1
Network like a pro! Reach out to people in the wealth management sector on LinkedIn or at industry events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want you to show how your skills align with their mission, especially in client support and financial planning.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and colleagues, being clear and confident in your conversations will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Wealth Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Planning Assistant role. Highlight your relevant experience in wealth management and financial planning, and don’t forget to showcase those strong numeracy skills we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Mention your ability to work under pressure and your attention to detail, as these are key for this role.
Showcase Your Communication Skills: Since this role involves liaising with clients and colleagues, make sure to demonstrate your strong written and verbal communication skills in your application. We want to see how you can build and maintain good relationships!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Numbers
As a Wealth Planning Assistant, strong numeracy skills are crucial. Brush up on your financial concepts and be ready to discuss how you’ve applied these in previous roles. Prepare to demonstrate your understanding of investment principles during the interview.
✨Showcase Your Communication Skills
This role involves liaising with clients and colleagues alike. Practice articulating your thoughts clearly and confidently. Consider preparing examples of how you've effectively communicated complex information in the past, especially in high-pressure situations.
✨Demonstrate Attention to Detail
Attention to detail is key in wealth management. Bring along examples of your work that highlight your meticulousness, such as reports or documents you've prepared. Be ready to discuss how you ensure accuracy in your tasks.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you had to manage tight deadlines or complex client needs. Prepare to explain your thought process and the steps you took to achieve successful outcomes.
