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- Tasks: Assist clients with wealth planning and maintain accurate records.
- Company: Join a dynamic team in Worcester focused on financial planning excellence.
- Benefits: Enjoy a competitive salary, bonuses, and opportunities for professional development.
- Why this job: Gain hands-on experience in finance while contributing to client success and improving processes.
- Qualifications: No prior experience needed; just a passion for finance and strong communication skills.
- Other info: Ideal for high school or college students looking to kickstart their career in finance.
The predicted salary is between 24000 - 42000 £ per year.
Job Title: Wealth Planning Assistant Location – Worcester 30k Bonus Bens Key Responsibilities Meet and greet clients at respective locations. Handle client correspondence and post. Prepare letters of authority for signing. Prepare client application forms in line with suitability report recommendations, ensuring they are actioned promptly and accurately within agreed timeframes. Accurately create and maintain client records in XPlan and any associated systems. Ensure all tasks are completed in line with established business processes. Client Support Contribute to efficiency improvement initiatives and share best practices. Carry out other relevant duties within the remit of the role as reasonably directed by management. Undertake technical or other relevant training as required. Proactively develop knowledge of the industry and market. Maintain and record Continuous Professional Development (CPD) to build knowledge and skills. Competencies Technical / Qualifications Full understanding of the end-to-end wealth planning process. Knowledge of financial planning products. Systems / Internal Processes Proficient in Microsoft Office, particularly Word and Excel. Experience with XPlan (desired). Experience with Voyant (desired). Regulatory Awareness / Compliance Understand and follow all relevant regulatory and compliance requirements for the role. Escalate any areas of concern or issue in a timely manner. Core Competencies / Skills Excellent customer service skills. Strong interpersonal and communication skills. Good knowledge of financial planning products. Strong numerical ability. High attention to detail and accuracy. Effective planning and prioritisation skills.41bf1e1f-b16b-4260-a40a-17c77a06fd15
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
Gain a basic understanding of XPlan and Voyant, as experience with these systems is desired. You can find online tutorials or courses that can give you a head start before applying.
✨Tip Number 4
Showcase your customer service and communication skills during networking opportunities. Engaging with professionals in the industry can provide insights and potentially lead to referrals for the position.
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
Since excellent customer service is key for this role, prepare examples from your past experiences where you provided outstanding support to clients. Show how you can build strong relationships.
✨Familiarise Yourself with Relevant Software
If you have experience with XPlan or Voyant, be prepared to discuss it. If not, do some research on these systems and be ready to explain how you would quickly learn to use them effectively.
✨Highlight Your Attention to Detail
Given the importance of accuracy in maintaining client records and preparing documents, think of specific instances where your attention to detail made a difference. Be ready to share these examples.
