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The Wealth Planning Assistant will work proactively and resourcefully, providing support to the Wealth Planning Team. The role holder will provide support to members of the Wealth Planning team, diary management and travel arrangements, as well as administrative support.
KEY RESPONSIBILITIES
- Administration support, preparing presentations & meeting preparation
- Assisting in producing letters
- Assisting in producing Presentations for meetings
- Filing and ensuring records are kept and organised
- Supporting other Business Support roles, working as a collective team to ensure the smooth operation of the firm
- Research on companies and individuals ahead of initial meetings to ensure team members are well prepared and producing any required presentations
- To assist in the production of the quarterly client reports.
Person Specification / Skills
- Attention to detail/accuracy. Constantly to keep up to date and remain informed about all Company related events.
- To keep the Head of Wealth Planning, and other members of the team, regularly informed on how tasks are progressing
- Excellent organisational and time management skills
- Excellent attention to detail
- First-rate written and verbal communication skill
- Excellent typing skills- Good computer literacy, speed and accuracy are essential
- Ability to work under pressure and to tight deadlines
- Ability to prioritise work appropriately and juggling busy workload
Knowledge (Qualifications and Experience)
- Strong previous experience in a similar role
- Essential experience within a Wealth Planning/Financial Planning firm or function
- Demonstrated knowledge and high level skill/efficiency in the production of documents which includes writing skills, documentation creation, editing, formatting, presentations, mailing, templating and filing
- Familiarity with various life/pension/investment providers
- Conversant with platform providers e.g., Transact, Nucleus
