Senior Wealth Planning Assistant
Worcester
Permanent
37.5 hours per week (8:30am - 5:00pm)
£35,000 - £37,500 per annum
An exciting opportunity has arisen for an experienced Senior Wealth Planning Assistant to join a leading wealth management firm in Worcester. This role offers the chance to work within a dynamic Wealth Planning team, providing essential administrative and client support to Wealth Planners while playing a key role in delivering excellent client outcomes.
The Role
As a Senior Wealth Planning Assistant, you will provide comprehensive administrative and client support to Wealth Planners, ensuring seamless delivery of services within a robust compliance framework. You will be a trusted point of contact for clients and internal stakeholders, contributing to efficiency improvements and supporting the development of junior team members.
Key Responsibilities
Administrative Support:
- Maintain high standards of accuracy in all documentation and processes
- Support Wealth Planners with case submissions to the paraplanning team
- Handle finance queries including invoices, billing, and commissions
- Produce accurate Service Agreements and supporting documentation
Client Support:
- Coordinate central services including paraplanning, valuations, and business processing
- Prepare and submit CDD and new account paperwork following AML procedures
- Arrange client meetings, prepare meeting packs, and manage Wealth Planner diaries
- Act as first point of contact for client general queries, escalating complex matters appropriately
- Prepare client application forms in line with suitability recommendations
- Maintain accurate records on XPlan and associated client systems
Additional Responsibilities:
- Assist with training and quality checking of work undertaken by junior staff
- Identify and contribute to process improvement initiatives
- Share knowledge and best practice to benefit the wider team
About You
Essential:
- Minimum 2-3 years' experience as a Wealth Planning Assistant or Senior Wealth Planning Assistant
- Full understanding of the end-to-end Wealth Planning process
- Knowledge of financial planning products
- Proficient in Microsoft Office, particularly Word and Excel
- Excellent customer service and interpersonal skills
- Strong attention to detail and accuracy
- Excellent planning, prioritisation, and organisational skills
- Good team working and collaboration abilities
Desirable:
- Experience of XPlan
- Experience of Voyant
What's On Offer
- Competitive salary of £35,000 - £37,500 depending on experience
- Opportunity to work with a leading wealth management firm
- Supportive team environment with opportunities for professional development
- Office-based role in Worcester (5 days per week, at least during probation period)