Senior Wealth Planning Administrator - London, United Kingdom - Page Personnel - UK
Description
Permanent Wealth Planning Assistant for an investment manager in London- Excellent exposure, growth and progression opporunities
About Our Client:
The financial services client based in the City of London is an established and successful investment manager with a culture dedicated to providing the best possible service, based on the experience and professionalism of the founders and team.
- The core duties of the Senior Wealth Planning Administrator are as follows:
- Produce and prepare accurate and timely reports and presentations for clients and internal meetings
- Assist with the preparation of client meetings, including the production of agendas, meeting packs, and postmeeting followup
- Work with the Head of Wealth Planning to design and implement processes and procedures to support the Wealth Planning team
- Develop and maintain good working relationships with clients, their advisers, and internal colleagues
- Assist with ad hoc projects and tasks as required.
The Successful Applicant:
The requirements for the Senior Wealth Planning Administrator are as follows:
- Previous administrative experience within wealth planning for HNW private clients.
- Excellent administrative and organizational skills with the ability to manage multiple tasks and priorities
- Excellent numeracy, strong attention to detail and accuracy
- Good interpersonal and communication skills, both verbal and written
- Proven ability to work on own initiative and take ownership of tasks
- Proficient in Microsoft Office Suite, including Word, Excel, and PowerPoint
What's on Offer:
Competitive salary of £42,000-£47,000 plus salary and full benefits package
Hybrid working, 4 days in the office, 1 day WFH
- Contact
- Daniel Page
- Quote job ref
- JN
- Phone number
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