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For Companies At a Glance
- Tasks: Assist clients with wealth planning and maintain accurate records.
- Company: Join a dynamic financial services firm in Worcester, focused on client success.
- Benefits: Enjoy a competitive salary, bonuses, and benefits package.
- Why this job: Gain hands-on experience in finance while developing valuable skills in a supportive environment.
- Qualifications: No prior experience needed; just a passion for finance and strong communication skills.
- Other info: Opportunity for continuous professional development and industry training.
The predicted salary is between 24000 - 36000 £ per year.
Wealth Planning Assistant
Worcester
Job Purpose
Provide administrative and operational support to Wealth Planners to ensure effective client service delivery and compliant business processes. Serve as the primary contact between Wealth Planners, the Client Services team, and third-party providers, ensuring all client data and applications are accurately maintained within company systems.
Key Responsibilities
Administrative Support
- Meet documentation standards with exceptional accuracy.
- Support Wealth Planners with case submissions to the paraplanning team.
- Handle finance queries (invoices, billing, WIP, commissions).
- Produce accurate Service Agreements when relevant.
- Provide flexible support across teams and departments.
Client Support
- Coordinate central services (paraplanning, valuations, business processing) to ensure smooth workflow.
- Manage client onboarding, including CDD and new account paperwork, in line with AML requirements.
- Organize client meetings, manage diaries, and prepare meeting packs.
- Complete post-meeting actions and record minutes.
- Act as first client contact for queries, escalating where appropriate and adapting communication for vulnerable clients.
- Greet clients, manage correspondence, and prepare letters of authority.
- Prepare accurate application forms as per suitability reports and process them within agreed timeframes.
- Maintain up-to-date client records in XPlan and associated systems.
- Follow all business processes and compliance procedures.
Team & Process Improvement
- Support efficiency initiatives and share best practices.
- Undertake additional duties as directed by management.
- Engage in ongoing technical and professional training (including CPD).
- Keep up to date with market trends and industry developments.
Competencies & Skills
Technical Knowledge
- Full understanding of the end-to-end Wealth Planning process.
- Knowledge of a wide range of Financial Planning products.
Systems Proficiency
- Strong Microsoft Office and Outlook skills (Word, Excel).
- Experience with XPlan (desired).
- Experience with Voyant (desired).
Compliance Awareness
- Strong understanding of regulatory and compliance requirements relevant to Wealth Planning.
- Ability to identify, follow, and escalate issues in line with company policy.
Wealth Planning Assistant employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Assistant
✨Tip Number 1
Familiarise yourself with the wealth planning process and financial products. Understanding these concepts will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your Microsoft Office skills, especially Excel and Word. Being proficient in these tools is crucial for maintaining client records and preparing documents efficiently.
✨Tip Number 3
If you have experience with XPlan or Voyant, be sure to highlight it during your discussions. If not, consider taking a short online course to get familiar with these systems before applying.
✨Tip Number 4
Showcase your customer service skills by preparing examples of how you've effectively communicated with clients in the past. This will help you stand out as someone who can build strong client relationships.
We think you need these skills to ace Wealth Planning Assistant
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the responsibilities of a Wealth Planning Assistant. Emphasise your customer service skills, attention to detail, and any experience with financial planning products.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your understanding of the wealth planning process and your ability to handle client correspondence effectively.
Highlight Technical Skills: In your application, clearly outline your proficiency in Microsoft Office, especially Word and Excel. If you have experience with XPlan or Voyant, make sure to mention it as these are desired skills for the position.
Showcase Continuous Learning: Demonstrate your commitment to professional development by mentioning any relevant training or courses you've completed. Highlight your proactive approach to staying updated on industry trends and regulatory requirements.
How to prepare for a job interview at Cameron Kennedy
✨Know Your Wealth Planning Basics
Make sure you have a solid understanding of the end-to-end wealth planning process. Brush up on financial planning products and be ready to discuss how they can benefit clients.
✨Demonstrate Your Customer Service Skills
Prepare examples of how you've provided excellent customer service in the past. Highlight your strong interpersonal and communication skills, as these are crucial for meeting and greeting clients.
✨Familiarise Yourself with Relevant Systems
If you have experience with XPlan or Voyant, be prepared to discuss it. If not, do some research on these systems to show your willingness to learn and adapt.
✨Show Attention to Detail
Since accuracy is key in this role, be ready to explain how you ensure precision in your work. You might want to share specific instances where your attention to detail made a difference.