An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes.
This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects. Although offered initially as a 15-month FTC, there is very strong scope for the role to become permanent during that period.
The Role
The Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment.
Key responsibilities include:
Planner & Administrative Support
* Providing high-level administrative support to Wealth Planners
* Supporting case submissions to paraplanning and liaising with central services
* Producing accurate client documentation and service agreements
* Handling finance-related administration including billing, WIP, commissions, and invoices
* Maintaining accurate client records on Xplan and associated systems
* Ensuring all work meets internal processes and compliance standards
Client Support
* Acting as a first point of contact for clients, dealing with general queries and escalating complex matters where appropriate
* Preparing and submitting CDD and onboarding documentation in line with AML procedures
* Arranging client meetings, valuations, meeting packs, and diary management
* Attending client meetings where required and completing post-meeting actions and minutes
* Preparing application forms in line with suitability reports and ensuring timely processing
* Handling client correspondence, post, and letters of authority
* Meeting and greeting clients at office locations when required
Team Support & Development
* Supporting and mentoring junior Wealth Planning Assistants
* Assisting with training and quality checking of work
* Sharing knowledge and best practice across the team
* Contributing to continuous improvement and efficiency initiatives
* Supporting the wider team during peaks in workload
Skills & Experience Required
* Proven experience in a Wealth Planning Assistant or similar role
* Strong understanding of the end-to-end wealth planning process
* Good knowledge of financial planning products
* Experience with Xplan / Intelliflo highly desirable
* Voyant experience desirable
* Strong attention to detail and accuracy
* Excellent organisation, planning, and prioritisation skills
* Strong client service and communication skills
* Good numerical ability
* Proficient in Microsoft Word and Excel
* Good understanding of regulatory and compliance requirements within wealth management
What’s on Offer
* Competitive salary of £40,000–£45,000 (approx.)
* Discretionary bonus
* Comprehensive benefits package (including pension and healthcare)
* Hybrid working model with flexibility after probation
* Exposure to high-quality advisers and complex client cases
* Strong opportunity for the role to become permanent
* Long-term career development within a growing wealth management business
If you’re an experienced Financial Planning Administrator seeking a new opportunity with one of the UK’s leading wealth managers, please do apply and we can mange the process on your behalf.