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, hybrid working, and comprehensive benefits package.
- 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 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.
- 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, meetings 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.
Senior Wealth Planning Administrator in London employer: mbf
Join a prestigious UK wealth management firm that is not only well-resourced but also committed to your professional growth and development. With a competitive salary, comprehensive benefits package, and a hybrid working model, this role offers the perfect blend of flexibility and opportunity in a supportive work culture that values collaboration and excellence. As part of a team that prioritises high-quality client outcomes, you will have the chance to work alongside experienced advisers and engage with complex client cases, ensuring a rewarding career path in a thriving environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Planning Administrator in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like mbf. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Wealth Planning Administrator in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to mbf.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on mbf's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at mbf
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with mbf.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at mbf will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former mbf employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
