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)
Senior Wealth Planning Assistant - Worcester • Worcester, United Kingdom
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