Wealth Planning Assistant (Private Office)

Location - Tunbridge Wells

Salary - £35,000 - £45,000

Full time, Permanant.

Blakemore Recruitment are proudly assisting our Wealth and Asset Management client seek a Wealth Planning Assistant to joint their growing private office client support team.

This is an excellent opportunity to join a successful and fast-growing national organisation with the added benefit of being part of a significant multinational group.

The role is to provide efficient delivery of services to regulated advisers and their complex clients. This role allows flexible working with 2/3 days in the office and the rest working from home.

Main Responsibilities

• Pro-actively arranging and assisting Client Directors in the preparation of formal review and ad-hoc client meetings, to include pre- and post-meeting discussions. Attending some client meetings with Client Directors and taking minutes where agreed.

• M...