At a Glance
- Tasks: Support Wealth Planners and Paraplanners in delivering top-notch client outcomes.
- Company: Reputable UK wealth management firm with a strong growth trajectory.
- Benefits: Competitive salary, discretionary bonus, comprehensive benefits, and hybrid working model.
- Other info: Great long-term career development opportunities in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in wealth management.
- Qualifications: Experience in wealth planning and strong organisational skills required.
The predicted salary is between 40000 - 45000 € per year.
An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes.
This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects.
The Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment.
- Handling finance-related administration including billing, WIP, commissions, and invoices
- Meeting and greeting clients at office locations when required
- Supporting and mentoring junior Wealth Planning Assistants
- Assisting with training and quality checking of work
Proven experience in a Wealth Planning Assistant or similar role
- Strong understanding of the end-to-end wealth planning process
- Good knowledge of financial planning products
- Excellent organisation, planning, and prioritisation skills
- Proficient in Microsoft Word and Excel
- Good understanding of regulatory and compliance requirements within wealth management
Competitive salary of £40,000–£45,000 (approx.)
Discretionary bonus
Comprehensive benefits package (including pension and healthcare)
Hybrid working model with flexibility after probation
Exposure to high-quality advisers and complex client cases
Strong opportunity for the role to become permanent
Long-term career development within a growing wealth management business
If you’re an experienced Financial Planning Administrator seeking a new opportunity with one of the UK’s leading wealth managers, please do apply and we can manage the process on your behalf.
Planner Scheduler/ Admin in City of London employer: mbf
Join a prestigious UK wealth management firm that is not only well-resourced but also committed to your professional growth. With a competitive salary, comprehensive benefits package, and a hybrid working model, this role offers the perfect blend of flexibility and stability. As part of a dynamic team, you'll have the chance to work alongside high-quality advisers, engage with complex client cases, and enjoy genuine long-term career prospects in a thriving environment.
StudySmarter Expert Advice🤫
We think this is how you could land Planner Scheduler/ Admin in City of London
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning products and the end-to-end wealth planning process. We want you to shine when discussing your experience and how it aligns with the role!
✨Tip Number 3
Don’t underestimate the power of a follow-up! After an interview, send a quick thank-you email to express your appreciation and reiterate your interest in the position. It shows professionalism and keeps you top of mind.
✨Tip Number 4
Apply through our website for a smoother process! We’re here to help you every step of the way, so take advantage of our resources and let us assist you in landing that dream job.
We think you need these skills to ace Planner Scheduler/ Admin in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of Senior Wealth Planning Assistant. Highlight your experience in wealth planning and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences that relate to the responsibilities mentioned in the job description. Let us know what makes you tick!
Showcase Your Skills:Don’t forget to highlight your organisational and planning skills, as well as your proficiency in Microsoft Word and Excel. We’re looking for someone who can handle finance-related administration with ease, so make sure we see that in your application!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy – just a few clicks and you’re done!
How to prepare for a job interview at mbf
✨Know Your Wealth Planning Stuff
Make sure you brush up on your knowledge of the end-to-end wealth planning process. Be ready to discuss financial planning products and how they fit into client outcomes. This shows you're not just familiar with the role but genuinely interested in making a difference.
✨Show Off Your Organisational Skills
Since this role requires excellent organisation and prioritisation skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. Highlight how you kept everything on track, especially in a regulated environment.
✨Be Client-Focused
As you'll be meeting and greeting clients, it's crucial to demonstrate your client service skills. Think of instances where you've gone above and beyond for clients or how you've handled challenging situations. This will show that you understand the importance of client relationships in wealth management.
✨Prepare Questions About Growth and Development
Since the firm is expanding, come prepared with questions about their growth plans and how they support career development. This not only shows your interest in the company but also helps you gauge if it’s the right fit for your long-term career goals.
