Wealth Planning Assistant
Job Summary: Support Wealth Planners in delivering comprehensive wealth planning services to clients.
Main Responsibilities:
* Liaise with Wealth Planning Administrators and Planners to gather information for report production.
* Maintain up-to-date product knowledge.
* Produce reports within agreed timescales.
* Prepare paperwork required for client meetings and business submissions.
* Handle all forms of client communication, including arranging meetings when necessary.
Key Skills and Qualifications:
* CII DipPFS qualification.
* At least 18 months of report writing experience in Wealth Management.
* Client-focused approach and concern for quality.
* Active participation in knowledge sharing within the Wealth Planning and Investment Management teams.
* Thorough understanding of the financial services market.
Benefits:
* Competitive salary.
* Generous benefits package.
Contractual Hours: 9:00 am to 5:30 pm, Monday to Friday