Our highly regarded client, a prominent Investment Bank & Wealth Manager with a legacy tracing back to 1980, stands as a leader in Europe across the Asset Management, Private Banking, and Wealth Management sectors.Currently, our client is in search of a Financial Planning Administrator to augment their team, providing essential support to Senior Financial Planners. These professionals offer wealth management services to a select portfolio of Ultra High Net Worth (UHNW) private clients.This position will be based at the Tunbridge Wells office, offering a hybrid working.Key Responsibilities:
* Proactively organise and aid Financial Planners in preparing formal reviews and addressing ad-hoc client meetings.
* Attend meetings alongside Financial Planners to record minutes and finalise actionable items.
* Maintain comprehensive records of client investment suitability.
* Serve as the primary contact for general client inquiries, discerning their requirements effectively.
* Collaborate with technical experts, Investment Managers, Operations team and external entities.
* Uphold & maintain client records.
* Assist Financial Planners in sales activities, including lead management, client events, presentations and other sales endeavours.
* Draft suitability reports for review and advancement by the Financial Planner.
Candidate Profile:
1. Progress towards a relevant regulated financial planning qual...