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Accountancy Divisions
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London, Greater London
Senior Wealth Planner
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Job Type: Full-time |
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Salary: £60,000 per annum |
Overview
Would you like the opportunity to work within a growing, dynamic, wealth management firm, who have more than a decade of experience of cross-border Wealth Management services? I am seeking an experienced Financial Planner to join the niche wealth management firm as a Senior Wealth Planner, responsible for supporting two Senior Wealth Managers in the management of their UK client portfolios and helping to build their business. I am ideally looking for you to be Level 6 qualified and possess a minimum of five years’ experience in a Wealth Management support role within the financial services industry. You will have a proven ability of delivering a high level of client service and be experienced in handling a wide range of administrative and client support related tasks. The Senior Wealth Managers are based in Hong Kong but maintain a book of clients in the UK. This role will be responsible for the day to day administration of these UK client relationships with minimal oversight so demonstrable skill in working independently with little or no supervision is key. You will be responsible for delivering a comprehensive financial planning service to support the Wealth Managers in maintaining ongoing client relationships. You will be liaising with clients on behalf of the Wealth Managers, ensuring that all communications are carried out in a professional and courteous manner. You will ensure all the documentation for client meetings are assembled, not limited to presentations, meeting materials, review documentation, confidential reports and post-meeting summaries. You will also prepare rebalance sheets for client portfolios and place trades for the Wealth Managers, prepare and implement recommendations within the scope of the role and obtain information to create cash flow plans in advance of meetings and follow-up for the return of documentation. Education and qualification requirements: Minimum of 5 years’ experience in similar role within financial services Level 6 Qualified Financial Planner, or working towards Level 6 Strong knowledge of MS Office Suite; CRM experience is advantageous but training will be provided. Senior Wealth Planner London Up to £60k dependant on qualifications and experience