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Wealth Planning Assistant

eFinancialCareers
Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Description of the Business Line or DepartmentKleinwort Hambros Wealth Planning offers a comprehensive wealth planning service that complements our investment management expertise, allowing us to provide an integrated and coordinated approach to managing a clients wealth, whilst maximising the opportunitiesavailable. Our Wealth Planning advice is tailored to our clients whether they be UK or International covering areas such as: retirement planning. investment structuring, financial protection, succession planning along with trust and judiciary services andcross border planning. The key objective of the team is to maximise the revenue and asset gathering through providing a comprehensive wealth planning offering to Kleinwort Hambros clients.Summary of responsibilitiesAdministration

  • Process new business through to completion covering all aspects of the business cycle.
  • To support Head of Group Wealth Planning assisting with diary, arranging meetings, travel arrangements, preparing reports and presentations when required.
  • General administration duties including scanning, archiving, preparing invoices, chasing outstanding invoices, post
  • Place external deposits and process deposit maturities within Offshore Bonds.
  • Competent in dealing with client queries when necessary.
  • Carrying out research on client existing situation (requesting and checking all current information)
  • Provide Management Information within defined guidelines.
  • Liaise with other departments within Kleinwort Hambros when the business requires.
  • To assist Wealth Planners with planning travel arrangements and arranging meetings.
  • To liaise with private and assistant bankers on new business when appropriate.
  • Communicate effectively to our external providers, dealing with Offshore Bond withdrawals, SIPP drawdown, obtaining quotations and other relevant information.
  • Entering client and product data on the Wealth Planning front office system.
  • To be IT Literate and preferably familiar with Exchange, Selecta Pension Systems and a range of Microsoft Office systems.
  • Technical exposure to SIPPs, GPPs, EPPs. Occupational Pension Schemes, SSAS, Offshore Bonds, EIS/VCTs, Drawdown, Annuities.
  • Perform all duties in accordance with the principles outlined in the SG Code of Conduct, as well as the policies and procedures relevant to your responsibilities, to ensure that you adhere to a culture that treats clients fairly and focuses on the longterm sustainability of client relationships
Competencies
  • Individual contributor competencies as defined in the SG Leadership model
  • Analytical Thinking
  • Business Development
  • Communication with internal department and external providers
  • Influencing
  • Knowledge of Products and Services
  • Numeracy
  • Planning & Organising
  • Relationship Building
  • Reliability
  • Commercial Awareness

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