Team Assistant - Wealth Management

Wealth Planning Assistant – We Need Your Superpowers!
Location: London | Team: Wealth Planning |
Are you a pro at organising, love a good spreadsheet, and want to make a real difference in the world of financial planning? We’re looking for a Wealth Planning Assistant to keep the advisory service running like clockwork!
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What You’ll Be Doing:
• Own admin tasks and keep client data spotless
• Support Wealth Planners with new and existing client cases
• Liaise with providers, chase paperwork, and manage applications
• Keep our CRM system up to date and squeaky clean
• Help improve how we work – your ideas are welcome!
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What You Bring:
• 2+ years of admin experience in financial services
• GCSEs in Maths & English (grade C or above)
• Excel skills and CRM confidence
• Detail-obsessed, self-motivated, and people-friendly
• Bonus points for financial planning qualifications
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Why You’ll Love It Here:
We’re a friendly, fast-paced team where your work matters. You’ll be supported, challenged, and part of something meaningful.

Colville Search are a boutique agency and as a result, are unable to respond individually to the large volume of applications. If you are already registered with Colville Search please do not hesitate to contact the consultant you deal with directly.

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