Wealth Planning Assistant
3 days ago
Worcester
Job Title: Wealth Planning Assistant Location - Worcester 30k + Bonus + Bens Key Responsibilities • Meet and greet clients at respective locations., • Handle client correspondence and post., • Prepare letters of authority for signing., • Prepare client application forms in line with suitability report recommendations, ensuring they are actioned promptly and accurately within agreed timeframes., • Accurately create and maintain client records in XPlan and any associated systems., • Contribute to efficiency improvement initiatives and share best practices., • Carry out other relevant duties within the remit of the role as reasonably directed by management., • Undertake technical or other relevant training as required. Technical / Qualifications • Full understanding of the end-to-end wealth planning process., • Proficient in Microsoft Office, particularly Word and Excel., • Experience with XPlan (desired)., • Understand and follow all relevant regulatory and compliance requirements for the role., • Excellent customer service skills., • Strong interpersonal and communication skills., • Good knowledge of financial planning products., • Strong numerical ability., • High attention to detail and accuracy., • Effective planning and prioritisation skills.