Job description
We have a fantastic opportunity for an experienced Senior Wealth Planning Assistant to join a busy and supportive wealth planning team in Worcester. This is a senior support role providing high-quality administrative and client support to Wealth Planners, helping ensure smooth delivery of advice and excellent client outcomes.
The Role:
1. Act as a first point of contact for clients, handling queries and correspondence professionally
2. Provide administrative support to Planners, including onboarding, valuations and new business
3. Prepare meeting packs, manage diaries and complete follow-up actions
4. Maintain accurate client records on the CRM system
5. Assist in training and mentoring Junior Assistants, sharing knowledge and best practice
6. Contribute to process improvements and support team efficiency initiatives
About You:
7. Strong knowledge of the financial planning process and products
8. Previous experience in a wealth planning/IFA support role
9. Excellent accuracy, attention to detail and organisational skills
10. Strong communication and interpersonal skills with a professional client service approach
11. Collaborative team player with a proactive attitude
What's on Offer:
12. Competitive salary
13. Exposure to client meetings and wider team responsibilities
14. Opportunity to mentor and train junior colleagues
15. Ongoing professional development and CPD support
16. A collaborative and supportive team environment
17. Excellent benefits including pension, private medical cover and more
If this sounds like the role for you, I'd love to hear from you. Please