Wealth Planning Assistant

  • Location

    City of London, London

  • Sector:

    Financial Planning

  • Job type:


  • Salary:

    £34000 - £40000 per annum

  • Contact:

    Michael Groves

  • Contact email:


  • Job ref:


  • Published:

    7 months ago

  • Expiry date:


  • Consultant:


A busy, investment focused Wealth Management organisation with an in-house DFM currently have a requirement for a Senior Support Administrator to work within one of their London based wealth planning teams. Current in this team there a a Senior Consultant, Senior Investment Specialist, and a junior level support Administrator. They are looking for an experience candidate with a thorough understanding of the IFA market and who is familiar within report writing - the reports will mainly be client facing valuation and review reports. The successful candidate with be responsible for; Setting up and maintaining the valuation
diary, producing the reports, auditing and checking data, writing and importing investment commentaries, utilising some financial software (Financial Express/Avelo), ensuring timely execution of reporting process, introducing a scalable business process for growing client base.

You must also have an understanding of client needs and have a real interested of a previous bias on the investments side of the market. My client is looking for longevity and has advised that candidates should view this as a stepping stone to Paraplanner status.

This is an important role within a highly successful, busy and friendly team working for an organisation offering a competitive salary and benefits package.