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For Companies At a Glance
- Tasks: Support Wealth Planners with admin tasks and client communications.
- Company: Join a respected wealth management firm in Worcester, known for its supportive culture.
- Benefits: Enjoy private medical insurance, generous holiday, and flexible dress code.
- Why this job: Grow your career in a reputable firm while making a real impact on clients' lives.
- Qualifications: Experience in financial services, strong communication skills, and attention to detail required.
- Other info: This is a full-time, office-based role, perfect for those seeking stability and growth.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
Wealth Planning Assistant
Location: Worcester (Office-based, Monday to Friday)
Salary: Up to £31,000 per annum + full company benefits
An established and respected wealth management firm is looking to recruit a professional and detail-oriented Wealth Planning Assistant to join their team in Worcester. This is a permanent, full-time, office-based role offering a clear opportunity to grow within a reputable and supportive environment.
The Role
As a Wealth Planning Assistant, you will play a key role in supporting Wealth Planners in delivering an exceptional client experience. You’ll manage a wide range of administrative tasks including preparing client documentation, liaising with providers, maintaining client records, and supporting the end-to-end wealth planning process.
Key responsibilities include:
- Providing administrative support to Wealth Planners
- Attending client meetings and completing follow-up tasks
- Preparing documentation, application forms, and service agreements
- Managing client communications and correspondence
- Coordinating meeting packs, valuations, and diary management
- Ensuring all data is accurately recorded in internal systems (e.g. XPlan)
- Assisting with onboarding processes including CDD and AML checks
The Candidate
This role would suit someone with prior experience in financial services or wealth management administration. You’ll be client-focused, organised, and capable of working accurately within compliance and regulatory frameworks.
Essential skills and experience:
- Strong understanding of financial planning products and processes
- Excellent communication and interpersonal skills
- High level of accuracy and attention to detail
- Confident using Microsoft Office (especially Word and Excel)
- Experience using platforms such as XPlan or Voyant is desirable
- Familiarity with FCA conduct rules and compliance requirements
Benefits
This role offers a comprehensive benefits package, including:
- Private Medical Insurance (including family cover)
- Medical Cash Plan (Simply Health)
- Pension scheme with up to 7.5% employer matching
- Life Assurance (4x salary) and Income Protection
- 25 days holiday, increasing with length of service
- Share Incentive Plan and Electric Car Scheme
- Season Ticket Loan, Cycle to Work Scheme
- Enhanced maternity/paternity pay
- Flexible dress code and additional wellbeing support
Additional Information
This is an office-based position (5 days per week) in Worcester.
Financial Planning Administrator employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator
✨Tip Number 1
Familiarise yourself with the financial planning products and processes mentioned in the job description. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the wealth management sector, especially those who have experience with XPlan or similar platforms. They can provide insights into the role and may even refer you to opportunities within their firms.
✨Tip Number 3
Prepare for potential interview questions by practising your responses to scenarios involving client communications and administrative tasks. Demonstrating your organisational skills and attention to detail will be crucial.
✨Tip Number 4
Research the company’s values and culture to align your answers with what they prioritise. Showing that you understand their approach to client service and compliance can set you apart from other candidates.
We think you need these skills to ace Financial Planning Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services or wealth management administration. Emphasise your skills in client communication, attention to detail, and familiarity with compliance requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific experiences that demonstrate your ability to support Wealth Planners and manage administrative tasks effectively.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Microsoft Office, especially Word and Excel. If you have experience with platforms like XPlan or Voyant, make sure to mention it as it is desirable for this role.
Showcase Your Client-Focused Approach: Demonstrate your client-focused mindset by providing examples of how you've successfully managed client communications or supported client meetings in previous roles. This will show your potential employer that you understand the importance of exceptional client experience.
How to prepare for a job interview at mbf
✨Know Your Financial Products
Make sure you have a solid understanding of financial planning products and processes. Brush up on the key concepts and be ready to discuss how they apply to the role of a Wealth Planning Assistant.
✨Demonstrate Attention to Detail
Since this role requires a high level of accuracy, prepare examples from your past experience where your attention to detail made a difference. Highlight any specific instances where you caught errors or improved processes.
✨Showcase Your Communication Skills
As you'll be liaising with clients and providers, practice articulating your thoughts clearly. Be prepared to discuss how you've effectively communicated in previous roles, especially in client-facing situations.
✨Familiarise Yourself with Compliance
Understanding FCA conduct rules and compliance requirements is crucial. Research these regulations and be ready to explain how you would ensure compliance in your administrative tasks.
