Wealth Planning Assistant

Job description

Responsibilities

Description of the Business Line or Department

Kleinwort 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 client's wealth, whilst maximising the opportunities available. 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 and cross 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 client's

Summary of the key purposes of the role

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To provide administrative support to Wealth Planners within the UK Domestic Wealth Planning team.

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Interpretation of post meeting notes and information, research relating to existing policies and investments

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Collaboration with Wealth Planners to ensure that advice is delivered within an agreed timescale

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To maintain clear record keeping and provide management information when required.

Summary of responsibilities

Administration

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Process new business through to completion covering all aspects of the business cycle.

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To support Head of Group Wealth Planning assisting with diary, arranging meetings, travel arrangements, preparing reports and presentations when required.

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General administration duties including scanning, archiving, preparing invoices, chasing outstanding invoices, post

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Place external deposits and process deposit maturities within Offshore Bonds.

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Competent in dealing with client queries when necessary.

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Carrying out research on client existing situation (requesting and checking all current information)

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Provide Management Information within defined guidelines.

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Liaise with other departments within Kleinwort Hambros when the business requires.

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To assist Wealth Planner's with planning travel arrangements and arranging meetings.

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To liaise with private and assistant bankers on new business when appropriate.

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Communicate effectively to our external providers, dealing with Offshore Bond withdrawals, SIPP drawdown, obtaining quotations and other relevant information.

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Entering client and product data on the Wealth Planning front office system.

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To be IT Literate and preferably familiar with Exchange, Selecta Pension Systems and a range of Microsoft Office systems.

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Technical exposure to SIPP's, GPP's, EPP's. Occupational Pension Schemes, SSAS, Offshore Bonds, EIS/VCT's, Drawdown, Annuities.

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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 long term sustainability of client relationships

Level of Autonomy and Authority

Escalate or refer when outside control and remit as and when required

Profile Required

Competencies

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Individual contributor competencies as defined in the SG Leadership model

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Analytical Thinking

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Business Development

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Communication with internal department and external providers

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Influencing

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Knowledge of Products and Services

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Numeracy

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Planning & Organising

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Relationship Building

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Reliability

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Commercial Awareness

Education

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CII Certificate in Financial Administration or equivalent experience.

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Studying towards the CII Diploma in Regulated Financial Planning – RDR level 4

Languages

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English

· 
French (desirable)

Why Join Us

If you feel you have the required experience and qualifications, then please apply to the SG Resourcing Team, and we will manage your application. At Societe Generale, we believe our people are our strength and are core to the success of our business. As such, we search for, recruit and appoint the best available person on the basis of aptitude and ability, regardless of sex, marital or civil partnership status, race, colour, nationality, ethnic or national origins, pregnancy, disability, age, sexual orientation, religion, belief or gender reassignment

Business Insight

People join for the impact they can have on us. They stay for the impact we have on them. A flatter structure offers visibility and exposure beyond that of our competitors, so you know our names, and we know yours. It's personable, human, and inspires success through passion. By encouraging open mindedness and a willingness to share ideas, we have adapted to market changes and thrived through innovation. Bringing words like “hard work” and “dedication” together with “community” and “respect” has enabled us to work collaboratively and build our future together. We call this Team Spirit and it's what makes us different. It's what makes you different.

All our positions are open to people with disabilities

Job code: 19000SAG
Business unit: Kleinwort Hambros
Starting date: 23/12/2019
Date of publication: 17/10/2019