Senior Wealth Planning Assistant - Worcester
4 days ago
Worcester
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, • 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, • Assist with training and quality checking of work undertaken by junior staff, • Identify and contribute to process improvement initiatives 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, • Experience of XPlan, • 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)