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- Tasks: Assist Client Directors with client meetings, maintain records, and prepare reports.
- Company: Join a fast-growing wealth management firm within a multinational group.
- Benefits: Enjoy flexible working with 2-3 days in the office and corporate perks.
- Why this job: Be part of a dynamic team making a real impact in clients' financial lives.
- Qualifications: Experience in wealth management, strong communication skills, and attention to detail required.
- Other info: Opportunity for personal growth in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
Location - Tunbridge Wells
Full time, Permanent.
Blakemore Recruitment are proudly assisting our Wealth and Asset Management client seek a Wealth Planning Assistant to join their growing private office 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:
- 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 (Private Office) employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Assistant (Private Office)
✨Tip Number 1
Network with professionals in the wealth management sector. Attend industry events or join relevant online forums to connect with people who work in similar roles. This can help you gain insights into the company culture and potentially get a referral.
✨Tip Number 2
Familiarise yourself with the latest trends in wealth planning and asset management. Being knowledgeable about current market conditions and financial regulations will show your commitment to the field and make you stand out during interviews.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed client relationships or handled complex tasks in previous roles. This will demonstrate your ability to meet the demands of the Wealth Planning Assistant position.
✨Tip Number 4
Research Blakemore Recruitment and their client’s values and mission. Tailoring your conversation to align with their goals during interviews can significantly increase your chances of making a positive impression.
We think you need these skills to ace Wealth Planning Assistant (Private Office)
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the responsibilities and requirements of the Wealth Planning Assistant position. Tailor your application to highlight relevant experiences that align with these duties.
Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your experience in wealth management or financial planning. Highlight specific achievements and skills that demonstrate your ability to meet the demands of the role.
Write a Compelling Cover Letter: Your cover letter should express your enthusiasm for the position and the company. Use it to explain why you are a great fit for the Wealth Planning Assistant role, referencing specific aspects of the job description.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for this role.
How to prepare for a job interview at Blakemore Recruitment
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Wealth Planning Assistant. Familiarise yourself with tasks like preparing client meetings, maintaining records, and liaising with clients. This will help you answer questions confidently and demonstrate your suitability for the role.
✨Showcase Your Communication Skills
Since this role involves liaising with clients and colleagues, be prepared to showcase your strong written and verbal communication skills. Practice articulating your thoughts clearly and concisely, as well as how you would handle client queries or concerns.
✨Demonstrate Attention to Detail
Attention to detail is crucial in wealth management. Be ready to discuss examples from your past experiences where your attention to detail made a significant impact. This could include maintaining accurate records or ensuring compliance with regulations.
✨Prepare Questions
Prepare insightful questions to ask during the interview. This shows your interest in the role and the company. You might ask about the team dynamics, the tools they use for client management, or how they measure success in this position.
