At a Glance
- Tasks: Support Wealth Planners with admin tasks and client interactions in a dynamic environment.
- Company: A leading UK wealth management firm with a strong reputation and growth plans.
- Benefits: Competitive salary, discretionary bonus, comprehensive benefits, and hybrid working model.
- Other info: Great career development opportunities in a supportive and collaborative culture.
- Why this job: Join a growing 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 Role
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.
Key responsibilities include:
- Planner & Administrative Support
- Providing high-level administrative support to Wealth Planners
- Supporting case submissions to paraplanning and liaising with central services
- Producing accurate client documentation and service agreements
- Handling finance-related administration including billing, WIP, commissions, and invoices
- Maintaining accurate client records on Xplan and associated systems
- Ensuring all work meets internal processes and compliance standards
- Client Support
- Acting as a first point of contact for clients, dealing with general queries and escalating complex matters where appropriate
- Preparing and submitting CDD and onboarding documentation in line with AML procedures
- Arranging client meetings, valuations, meeting packs, and diary management
- Attending client meetings where required and completing post-meeting actions and minutes
- Preparing application forms in line with suitability reports and ensuring timely processing
- Handling client correspondence, post, and letters of authority
- Meeting and greeting clients at office locations when required
- Team Support & Development
- Supporting and mentoring junior Wealth Planning Assistants
- Assisting with training and quality checking of work
- Sharing knowledge and best practice across the team
- Contributing to continuous improvement and efficiency initiatives
- Supporting the wider team during peaks in workload
Skills & Experience Required
- 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
- Experience with Xplan / Intelliflo highly desirable
- Voyant experience desirable
- Strong attention to detail and accuracy
- Excellent organisation, planning, and prioritisation skills
- Strong client service and communication skills
- Good numerical ability
- Proficient in Microsoft Word and Excel
- Good understanding of regulatory and compliance requirements within wealth management
What’s on Offer
- 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.
Wealth Planning Administrator 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, and a hybrid working model, this role offers you the chance to thrive in a supportive environment while contributing to high-quality client outcomes. Experience a culture of continuous improvement and mentorship, ensuring that your career in wealth planning flourishes as the company expands.
StudySmarter Expert Advice🤫
We think this is how you could land Wealth Planning Administrator 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 the end-to-end wealth planning process. Be ready to discuss how your experience aligns with the responsibilities of a Senior Wealth Planning Assistant, especially around client support and compliance.
✨Tip Number 3
Showcase your attention to detail! During interviews, highlight specific examples where your organisational skills made a difference. This is key in a regulated environment like wealth management, so make it count!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we’re here to help you every step of the way in landing that dream job.
We think you need these skills to ace Wealth Planning Administrator in City of London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Wealth Planning Administrator role. Highlight your relevant experience and skills that match the job description, especially your understanding of the wealth planning process and any experience with Xplan or similar systems.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about wealth management and how your background makes you a great fit for the team. Don’t forget to mention your attention to detail and client service skills!
Showcase Your Organisational Skills:In this role, organisation is key. Use your application to demonstrate how you've successfully managed multiple tasks or projects in the past. Give examples of how you prioritised work and maintained accuracy under pressure.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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. Familiarise yourself with financial planning products and compliance requirements, as these will likely come up in conversation. Being able to speak confidently about these topics will show that you're serious about the role.
✨Showcase Your Attention to Detail
As a Wealth Planning Administrator, attention to detail is crucial. Prepare examples from your past experience where your meticulous nature made a difference, whether it was in producing accurate client documentation or managing client records. This will demonstrate your capability to handle the responsibilities of the role.
✨Practice Client Interaction Scenarios
Since you'll be acting as a first point of contact for clients, it's important to practice how you would handle various client queries. Think about common questions clients might have and prepare your responses. This will help you feel more confident during the interview and show that you understand the client service aspect of the role.
✨Be Ready to Discuss Team Support
The role involves supporting and mentoring junior staff, so be prepared to discuss your experience in team settings. Share specific examples of how you've contributed to team development or improved processes in previous roles. This will highlight your collaborative spirit and commitment to continuous improvement.
