Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Wealth Planners and deliver exceptional client service while managing administrative tasks.
- Company: Join a leading wealth planning firm focused on client success and teamwork.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real difference in clients' financial journeys while growing your skills.
- Qualifications: Strong communication skills and knowledge of financial planning products required.
- Other info: Opportunity for career growth and continuous learning in a dynamic team.
The predicted salary is between 30000 - 40000 £ per year.
Provide administrative support to Wealth Planners to help deliver good client outcomes. Work efficiently and effectively adhering to the Company’s processes within the compliance framework. Be the first point of contact with the CGWL Client Services team and product providers to deliver a first-class service to clients. Provide additional support to the Wealth Planners by attending client meetings, dealing with any administrative work for clients and ensuring all client data provided is recorded on XPlan and any other associated systems. Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated. Be a point of contact for clients where appropriate. Share knowledge and experience with new Wealth Planning Assistants. Be a go-to person in the team and assist with training new team members. Contribute to efficiency improvement initiatives.
Role Responsibilities
- Administrative Support
- Meet the Company’s documentation standards, demonstrating high standards of accuracy.
- Support the Wealth Planner in submission of cases to the paraplanning team.
- Deal with finance queries including invoices, billing, WIP, commissions, etc.
- Produce accurate Service Agreements (where appropriate).
- Demonstrate flexibility when supporting different key partners/stakeholders across the business.
- Support the Planner’s workflow by efficient co-ordination of central services such as paraplanning, valuations, business processing etc.
- Work collaboratively with colleagues to deliver good client outcomes.
- Prepare and submit CDD and new account paperwork for client onboarding, following the Company’s AML process and procedures.
- Arrange client meetings, valuations, meeting packs and manage the Wealth Planners diaries.
- Complete any required post meeting actions and minutes.
- Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances.
- 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 when returned by the client within business agreed timeframes and with accuracy.
- Accurately create and maintain XPlan and any associated client records.
- Ensure you follow all processes as required by the business.
- Assisting with training and checking of work undertaken by more junior staff as required.
- Continues to seek ways of improving quality, service delivery and efficiencies in processes and procedures.
- Assist and support the wider team to manage peaks and troughs of workload.
- Encourage and support the wider team to work collaboratively with colleagues to deliver good client outcomes.
- Share knowledge and expertise and best practice to the benefit of the team and/or wider business.
- Carry out any other relevant duties within the remit of the role and as reasonably directed by management.
- Undertake technical or any other relevant training as and when required.
- Be proactive in developing knowledge of the industry and the market.
- Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.
Technical / Qualifications
- Full understanding of the end-to-end Wealth Planning process.
- Knowledge of Financial Planning products.
Systems/Internal Processes
- MC Office/Outlook - Proficient in Word and Excel.
- Experience of XPlan (Desired).
- Experience of Voyant (Desired).
Regulatory Awareness/Compliance
- Understand the Regulatory and Compliance requirements and processes relevant for your role and follow them and elevate areas of concern or issue in a timely manner.
Core Competencies/Skills
- Excellent interpersonal and communication skills.
- Good knowledge of financial planning products.
- Strong numerical skills.
- Excellent accuracy and attention to detail.
- Excellent planning and prioritisation skills.
Senior Wealth Planning Assistant in Worcester employer: Canaccord Wealth
Contact Detail:
Canaccord Wealth Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planning Assistant in Worcester
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth planning industry. Attend events, join online forums, and don’t be shy about asking for informational interviews. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Be proactive! If you see a company you love, don’t wait for them to post a job. Send them a message expressing your interest and how you can add value. We all appreciate a go-getter!
✨Tip Number 3
Prepare for interviews by researching common questions in the wealth planning field. Practice your answers with a friend or in front of the mirror. The more comfortable you are, the better you'll perform when it counts!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us. Let’s get you that dream job!
We think you need these skills to ace Senior Wealth Planning Assistant in Worcester
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Senior Wealth Planning Assistant role. Highlight your relevant experience in administrative support and client services, showing us how you can deliver those first-class outcomes we’re after.
Showcase Your Skills: We want to see your excellent interpersonal and communication skills shine through. Use specific examples from your past roles to demonstrate how you've effectively supported teams and clients, especially in financial planning contexts.
Be Detail-Oriented: Accuracy is key in this role! Make sure your application is free from typos and errors. We appreciate attention to detail, so double-check everything before hitting that submit button on our website.
Express Your Enthusiasm: Let us know why you’re excited about this position and working with us at StudySmarter. A genuine passion for wealth planning and helping clients will definitely make your application stand out!
How to prepare for a job interview at Canaccord Wealth
✨Know Your Stuff
Make sure you have a solid understanding of the Wealth Planning process and the financial products involved. Brush up on your knowledge of XPlan and any other relevant systems, as being familiar with these will show that you're ready to hit the ground running.
✨Showcase Your Communication Skills
Since this role involves a lot of client interaction, be prepared to demonstrate your excellent interpersonal skills. Think of examples where you've effectively communicated with clients or colleagues, especially in challenging situations, to highlight your ability to adapt your approach.
✨Be Detail-Oriented
Accuracy is key in this role, so come prepared to discuss how you ensure high standards in your work. Bring examples of how you've maintained meticulous records or handled complex paperwork in the past, as this will reassure the interviewers of your attention to detail.
✨Emphasise Teamwork
This position requires collaboration with various stakeholders, so be ready to talk about your experience working in teams. Share instances where you've supported colleagues or contributed to team goals, as this will demonstrate your ability to work well within a team environment.