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Wealth Planning Assistant

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Blakemore Recruitment
πŸ“ Tunbridge Wells, United Kingdom
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Location Tunbridge Wells
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Posted June 11, 2026
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Commute Local Area
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Job Description

Location - London and Tunbridge WellsΒ 

Salary - Β£35,000 - Β£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 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


β€’ 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.


β€’ Moni...

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πŸ“ Location Details

πŸŒ†
City
Tunbridge Wells
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Country
United Kingdom
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Commute
Local Area

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