Heat Recruitment
Bristol, Avon
16 Jun 2017
16 Jul 2017
Contract Type
Full Time

Our client is a successful and growing Wealth Management business. With a flair of empathy and a holistic approach to their clients in mind, they have a need to maintain this with the fantastic personalities they have in their team.

You will have the opportunity to work with some of the most successful Advisors in their field and become a part of an organically expanding professional company.

The successful candidate will possess a positive, empathetic and forward thinking mentality to their work.


Client management

Preparation of client files ahead of meetings

Assist report writer with report preparation

Compliance adherence

Accurate input of new business figures

Ensure documentation is forwarded to clients quickly and efficiently

Accurate valuation report preparation

Act as first point of contact for clients for all admin related queries

Maintain and update all forms and templates

Open communication with team and advisers

Ensure emails are dealt with promptly


General office experience

Qualifications are advantageous

Intelligent Office experience is advantageous

Financial Services experience is advantageous

Analytical mindset]

Synonyms: Technical Planner, Report Writer

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.