Wealth Planning Support - Entry Level - Belfast
Excellent opportunity opens for a entry level Wealth Planning Support position. You would join a leading wealth manager and build a long-term career within the wealth management industry. Working closely with experienced Wealth Planners, Relationship Managers and other specialists, you will gain broad exposure to financial planning, client servicing and wealth management operations while supporting the delivery of an exceptional client experience.
This is an excellent opportunity for someone early in their career who already has some wealth management exposure (placement year, internship etc) and is looking to develop their technical knowledge, industry expertise and understanding of high-net-worth clients within a supportive and collaborative environment.
Main Responsibilities
- Provide day-to-day administrative and operational support to the Wealth Planning team.
- Assist with the preparation of client meeting packs, suitability reports, presentations and correspondence.
- Coordinate client meetings, conference calls and other client-facing activities.
- Manage client documentation and ensure accurate maintenance of internal systems and records.
- Support Wealth Planners and Relationship Managers with ongoing client servicing requirements.
- Liaise with internal stakeholders and external providers to obtain information and facilitate client requests.
- Assist with research, reporting and ad-hoc projects across the wider Wealth Planning function.
- Help deliver a seamless and professional client experience at every stage of the wealth planning process.
- Ensure all activities are completed in line with regulatory requirements and internal procedures.
Key Requirements
- 1-3 years' experience within wealth management, private banking, financial planning, investment management or a related financial services environment.
- Previous experience (placement year, internships etc...) in a support, client services, administration or operations role.
- A genuine interest in wealth management and a desire to build a career within the industry.
- Strong organisational skills and excellent attention to detail.
- Ability to manage multiple priorities and work effectively in a fast-paced environment.
- Strong written and verbal communication skills.
- A proactive and team-oriented approach with a willingness to learn.
- Proficiency in Microsoft Office, particularly Excel, Word and PowerPoint.
- CISI or CII qualifications, or a desire to study towards industry qualifications, would be advantageous
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Wealth Planning Support - Entry Level - Belfast employer: Rothstein Recruitment
Join a dynamic fintech company that prioritises innovation and reliability, offering a collaborative work culture where your expertise in Site Reliability Engineering will be valued. With a strong focus on employee growth, you will have access to continuous learning opportunities and the chance to work with cutting-edge technologies in a supportive environment. Located in a vibrant tech hub, this role not only promises meaningful work but also the unique advantage of being part of a rapidly evolving industry.
