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Wealth Planning Assistant

Company

Blakemore Recruitment

Location

Tunbridge Wells, United Kingdom

Type

Full-time

Location - London and Tunbridge Wells 

Salary - £35,000 - £45,000


Full time, Permanant.


Blakemore Recruitment are proudly assisting our Wealth and Asset Management client seek a Wealth Planning Assistant to joint 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.


• Moni...

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