At a Glance
- Tasks: Support Wealth Planners with admin tasks and client interactions in a dynamic environment.
- Company: Reputable UK wealth management firm experiencing significant growth.
- Benefits: Competitive salary, discretionary bonus, comprehensive benefits, and hybrid working model.
- Other info: Great opportunity for long-term career development in a supportive team.
- Why this job: Join a leading firm and develop your career in wealth management with real impact.
- Qualifications: Experience in wealth planning or similar roles, strong organisational skills, and financial product knowledge.
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.
Medical Scheduler (Admin) in 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 support in a dynamic environment. As part of a team that values excellence and collaboration, you'll have the opportunity to work alongside high-quality advisers while contributing to meaningful client outcomes.
StudySmarter Expert Advice🤫
We think this is how you could land Medical Scheduler (Admin) in 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, drop a quick thank-you email to express your appreciation and reiterate your interest in the position. It shows you’re keen and professional.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we can manage the process for you, making it easier to land that dream job as a Senior Wealth Planning Assistant.
We think you need these skills to ace Medical Scheduler (Admin) in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the role of a Senior Wealth Planning Assistant. Highlight your experience in wealth planning and any relevant administrative skills that match the job description.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role, mentioning specific experiences that demonstrate your understanding of the wealth planning process.
Showcase Your Skills:Don’t forget to showcase your organisation and planning skills. Mention any tools or software you’re proficient in, especially Microsoft Word and Excel, as these are key for the role.
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 updates!
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 Organisation 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 a Medical Scheduler, you'll be meeting and greeting clients, so practice your interpersonal skills. Think about how you can create a welcoming atmosphere and ensure clients feel valued. Share any relevant experiences where you’ve excelled in client interactions.
✨Prepare for Team Dynamics
This role involves supporting and mentoring junior assistants, so be ready to discuss your approach to teamwork and leadership. Think of specific instances where you've helped others grow or improved team performance, as this will demonstrate your capability to contribute positively to the team.
