Posted byRecruiterThis highly successful boutique wealth advisory firm has an excellent opportunity for a Senior Wealth Planning Assistant to join their team. Lending direct support to the Head of Wealth Planning and wider team, the role offers opportunity to design and implement processes, in addition to developing and maintaining strong relationships with clients, advisors, and internal colleagues.
Key Responsbilities:
1. Provide administrative support to the Wealth Planning team, including diary management, arranging meetings, and responding to emails
2. Produce and prepare accurate and timely reports and presentations for clients and internal meetings
3. Assist with the preparation of client meetings, including the production of agendas, meeting packs, and post-meeting follow-up
4. Work with the Head of Wealth Planning to design and implement processes and procedures to support the Wealth Planning team
5. Develop and maintain good working relationships with clients, their advisers, and internal colleagues
6. Assist with ad hoc projects and tasks as required.
Background experience:
7. Previous administrative experience ideally within wealth planning for HNW private clients.
8. Excellent administrative and organisational skills with the ability to manage multiple tasks and priorities
9. Excellent numeracy, strong attention to detail and accuracy
10. Good interpersonal andmunication skills, both verbal and written
11. Proven ability to work on own initiative and take ownership of tasks
12. Undertaking fund perfomrance and illustrationparisions.
13. Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint
14. Ability to work on own initiative to achieve required results
15. Collaborative and inclusive approach to work.
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted
Job ID KC766483