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Financial planning administrator

Worcester
Permanent
mbf
Financial planning administrator
Posted: 29 July
Offer description

Wealth Planning Assistant Location: Worcester (Office-based, Monday to Friday) Salary: Up to £31,000 per annum full company benefits An established and respected wealth management firm is looking to recruit a professional and detail-oriented Wealth Planning Assistant to join their team in Worcester. This is a permanent, full-time, office-based role offering a clear opportunity to grow within a reputable and supportive environment. The Role As a Wealth Planning Assistant, you will play a key role in supporting Wealth Planners in delivering an exceptional client experience. You’ll manage a wide range of administrative tasks including preparing client documentation, liaising with providers, maintaining client records, and supporting the end-to-end wealth planning process. Key responsibilities include: Providing administrative support to Wealth Planners Attending client meetings and completing follow-up tasks Preparing documentation, application forms, and service agreements Managing client communications and correspondence Coordinating meeting packs, valuations, and diary management Ensuring all data is accurately recorded in internal systems (e.g. XPlan) Assisting with onboarding processes including CDD and AML checks The Candidate This role would suit someone with prior experience in financial services or wealth management administration. You’ll be client-focused, organised, and capable of working accurately within compliance and regulatory frameworks. Essential skills and experience: Strong understanding of financial planning products and processes Excellent communication and interpersonal skills High level of accuracy and attention to detail Confident using Microsoft Office (especially Word and Excel) Experience using platforms such as XPlan or Voyant is desirable Familiarity with FCA conduct rules and compliance requirements Benefits This role offers a comprehensive benefits package, including: Private Medical Insurance (including family cover) Medical Cash Plan (Simply Health) Pension scheme with up to 7.5% employer matching Life Assurance (4x salary) and Income Protection 25 days holiday, increasing with length of service Share Incentive Plan and Electric Car Scheme Season Ticket Loan, Cycle to Work Scheme Enhanced maternity/paternity pay Flexible dress code and additional wellbeing support Additional Information This is an office-based position (5 days per week) in Worcester.

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