Wealth Management Administrator

Our client is a highly regarded Private Banking business with offices across Europe.  They currently seek to recruit for an experienced and professional individual to join their Wealth Management arm. This role will be to provide support to both Director/Financial Planners and Paraplanners within the division, providing Wealth Management and Investment Management advice. 

This is essentially a Junior Paraplanner/Paraplanner type role and would suit either a Senior Financial Planning Administrator looking to step up, or a Paraplanner seeking a new challenge. Main Responsibilities of this role - 

  • Assisting Wealth Planners in the preparation of formal review and ad-hoc client meetings. Attending a limited number of meetings with Wealth Planners to take minutes and agree actions. Recording and maintaining client investment suitability records.
  • Liaising with clients over the phone and via telephone providing assistance where required 
  • Supporting Financial Planners with advice, through assistance with lead management, client events & with the drafting of advice suitability reports for the Wealth Planner to review and progress.

The successful candidate should have previous experience providing support to multiple Wealth Planners or Financial Planners within an IFA or Wealth Management space previously. 

Candidates already working towards their financial planning qualifications would be preferred,

although this is not a necessity. Our client will provide full training and support for candidates to undertake their Diploma in Financial Planning as well as progress through promotions internally.