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- Tasks: Support Wealth Planners with admin duties and client onboarding.
- Company: Leading UK wealth management firm focused on client success.
- Benefits: Competitive salary, hybrid working, and long-term career growth.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in wealth planning and strong attention to detail required.
- Other info: Great opportunity for professional development in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
A leading UK wealth management firm seeks a Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners. This role involves comprehensive administrative and client support, with tasks including high-level administrative duties, client onboarding, and acting as a key contact for clients and internal teams.
The ideal candidate will have proven experience in a similar role, strong attention to detail, and proficiency with financial planning products and systems like Xplan.
The firm offers a competitive salary, hybrid working, and long-term career development.
Senior Wealth Planning Assistant - Hybrid & Career Growth employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planning Assistant - Hybrid & Career Growth
✨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. Sometimes, it's all about who you know, so don’t be shy!
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of financial planning products and systems like Xplan. We want you to feel confident and ready to impress when discussing your experience and skills.
✨Tip Number 3
Showcase your attention to detail during the interview process. Bring examples of how you've successfully managed client onboarding or administrative tasks in the past. This will help us see how you can add value to our team!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to connect with us directly.
We think you need these skills to ace Senior Wealth Planning Assistant - Hybrid & Career Growth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Wealth Planning Assistant role. Highlight your administrative prowess and any experience with financial planning products like Xplan to catch our eye!
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, showcasing your attention to detail and how your past experiences align with what we’re looking for.
Showcase Your Client Support Skills: Since this role involves client onboarding and support, be sure to mention any relevant experience you have in dealing with clients. We love candidates who can demonstrate their ability to build strong relationships!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about your application status!
How to prepare for a job interview at mbf
✨Know Your Stuff
Make sure you brush up on your knowledge of financial planning products and systems, especially Xplan. Being able to discuss these confidently will show that you're not just familiar with the tools but can also leverage them effectively in your role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your administrative skills and client support experience. Think about times when you went above and beyond for a client or streamlined a process – these stories will make you stand out.
✨Ask Smart Questions
Come prepared with insightful questions about the firm's approach to wealth management and how they support their Wealth Planners and Paraplanners. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
✨Emphasise Career Growth
Since the firm offers long-term career development, express your enthusiasm for growth opportunities. Share your career aspirations and how you see this role fitting into your future plans – it’ll demonstrate your commitment to the position and the company.
