Wealth Planner - London, United Kingdom - MASECO Private Wealth

Description

The ability to interact with staff (at all levels) in a fast-paced environment, sometimes under pressure while remaining calm and flexible, proactive, resourceful and efficient with a high level of professionalism and confidentiality is crucial to this role.

Strong written and verbal communication skills, decision-making abilities and attention to detail are equally important. You will report to the Managing Partner within your team on a day-to-day basis.


Specific duties and responsibilities include:

• Delivering a comprehensive financial planning administration service to support the team while maintaining client relationships
• Preparing and implementing recommendations and provide general administrative support within the scope of the role
• Preparing rebalance sheets for client portfolios
• Prepare client meeting plan summary plan documents and recommendations
• Obtain information to create cash flow plans in advance of meetings and followup for the return of documentation
• Assemble review documentation and review reports required for client meetings
• Run daily/weekly/monthly performance reports on IMS (Investment Management System) and ensure any anomalies are investigated and resolved
• Ad hoc reporting for clients, including CGT calculations
• Creating new client files/maintain existing client files, ensuring they are compliant
• Monitor client accounts for any investment guidelines violations, updates and changes
• Maintenance of CRM for Pod clients
• Liaising with platforms and service providers as needed
• Create and maintain effective working relationships with clients and colleagues

Skills and specifications for the role:

• Strong numeracy skills, attention to detail and experience of dealing with multiple currencies
• Solid analytical and research skills and able to communicate technical knowledge clearly.
• Proficiency with MS Office Suite and CRM systems.
• Deploy assertiveness and use initiative
• Excellent interpersonal skills; able to converse well on all levels as well as exceptional written and verbal communication skills
• Team player with experience of working in a team environment, able to identify and help others when required
• Well organised
• Efficient time management skills to plan workload and prioritise accordingly
• Tactful, trustworthy, diplomatic and able to maintain confidentiality
• A deep rooted desire to continue to learn, develop and implement processes and procedures
• Hold values that are in line with our own and that will help strengthen our culture

Education and qualification requirements:

• Minimum of 3 years' experience in similar role within financial services
• Strong knowledge of MS Office Suite;
• CRM experience is advantageous but training will be provided.

Commitment to Equal Opportunity

MASECO believes that a diverse and inclusive workforce produces the best results and is proud to be an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, colour, nationality, ethnicity, religion or belief, national origin, age, disability, sex, sexual orientation, gender reassignment, pregnancy or any other basis protected by applicable law.

MASECO is also committed to providing reasonable accommodations to individuals with disabilities.

If you need a reasonable accommodation because of a disability for any part of the employment process, please let us know the nature of your request and your contact information.

Global Data Privacy Notice for Applicants

Job Types:
Full-time, Permanent


Salary:
From £40,000.00 per year


Benefits:

• Company events
• Company pension
• Cycle to work scheme
• Life insurance
• Private dental insurance
• Private medical insurance
• Referral programme
• Wellness programme

Schedule:

• Monday to Friday

Supplemental pay types:

• Performance bonus

Experience:

• Financial planning: 3 years (preferred)