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Senior Wealth Planning Assistant

This highly successful boutique wealth advisory firm has an excellent opportunity for a Senior Wealth Planning Assistant to join their team. Lending direct support to the Head of Wealth Planning and wider team, the role offers opportunity to design and implement processes, in addition to developing and maintaining strong relationships with clients, advisors and internal colleagues.

Roles & Responsibilities

  • Provide administrative support to the Head of Wealth Planning and wider team,  including diary management, arranging meetings, and responding to emails.

  • 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 post-meeting follow-up.

  • 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.

Experience & Qualifications

  • Previous administrative experience, ideally within wealth planning for HNW private clients.

  • Excellent administrative and organisational 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.

  • Ability to work on own initiative to achieve required results.

  • Collaborative and inclusive approach to work.

To hear more about this exciting opportunity, please contact Karen Consalvi on 020 7847 8874 or email your CV to

Ref: KC766483

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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