Client Relationship Management Assistant - Wealth Planning

Location: London (Hybrid)

Salary: Competitive + excellent benefits

Contract Type: Permanent

We are currently recruiting for a Client Relationship Management Assistant to join a highly respected and well-established wealth planning firm in London. This is an excellent opportunity for an experienced client relationship professional to support senior advisers and directors in delivering a first-class service to high-net-worth clients.

In this role, you'll play a key part in the day-to-day management of client relationships, ensuring smooth communication between clients, advisers, and third parties, while contributing to the efficient delivery of financial planning advice.

• Support Advisers and Directors in managing a portfolio of client relationships.
• Arrange and attend client meetings, take detailed notes, and manage follow-up actions.
• Act as the first point of contact for client queries and liaise with internal teams to ensure timely responses.
• Maintain accurate and up-to-date records across CRM systems and databases.
• Coordinate with internal departments and external partners to deliver seamless client service.
• Assist in onboarding new clients, preparing proposals, documentation, and relevant forms.
• Support annual and periodic client reviews, preparing meeting materials and managing post-meeting actions.
• Help implement simple financial planning activities such as ISA contributions, pension transactions, and cash management.

• Minimum of 5 years' experience in client relationship management within financial services, ideally within wealth management or financial planning.
• Educated to degree level or equivalent experience.
• Good understanding of investment and financial planning products, or a strong desire to develop this knowledge further.
• Confident in communicating with senior colleagues, clients, and third-party professionals such as lawyers and accountants.
• Excellent organisational and communication skills with a strong attention to detail.
• Able to manage multiple tasks and deadlines effectively.
• Proactive team player with a genuine interest in learning and professional development (support for financial planning exams available).

• Competitive salary and comprehensive benefits package.
• Career progression opportunities within a respected and growing wealth management team.
• Supportive, professional working environment focused on collaboration and continuous improvement.