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Open nowFirst seen 5 days ago

Senior Wealth Planning Assistant - Worcester

RGH-Global Limited607 open roles

Pay
£35,000 – £37,500 a year
Where
Worcester, United Kingdom
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Your applicationOpen nowSenior Wealth Planning Assistant - WorcesterRGH-Global Limited · Worcester, United Kingdom

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12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
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  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

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)
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