Job Description

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)