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)