Senior Wealth Planning Assistant - London, United Kingdom - Page Personnel

Page Personnel

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Opportunity to work for a boutique investment manager in the City of London

Earn performance based rewards in addition to a lucrative benefits package

About Our Client:

A boutique, multi-asset investment firm based in the City of London. A firm with a client first approach to investment management.

Providing support to the head of wealth planning whilst performing financial services assistance.
Delivery of consistent and exceptional client service.
Assist with checking and collating of client, WPM and WPE documents for meetings.
Prepare documents and obtain up to date valuations in advance of client meetings.
Prepare nonimplementation paperwork for clients

The Successful Applicant:

What's on Offer:

An opportunity to grow in a flexible role based in the City of London, with an opportunity to design processes and paperwork in collaboration with the Head of Wealth Planning.