At a Glance
- Tasks: Provide top-notch admin support to Wealth Planners and enhance client experiences.
- Company: Reputable wealth management firm prioritising employee wellbeing and career growth.
- Benefits: Up to £40,000 salary, hybrid work, 25 days holiday, and private medical insurance.
- Other info: Great long-term career prospects in a collaborative working culture.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Experience in IFA Administration or Wealth Planning, with strong organisational skills.
The predicted salary is between 40000 - 40000 £ per year.
Recruit UK are working on behalf of a highly regarded wealth management firm in Leeds to recruit an experienced Senior Wealth Planning Assistant. This role would suit you if you are due to complete your final exams or currently doing some work with Paraplanners and have a good understanding to support them. This is an excellent opportunity for an experienced IFA Administrator or Wealth Planning Assistant looking to join a professional and supportive business where staff retention, employee wellbeing and long-term career development are a genuine priority.
Working closely with Wealth Planners, you will provide senior level administrative support across the full client journey, ensuring all client servicing, new business and adviser support work is handled efficiently, accurately and in line with compliance procedures. This role will also involve acting as a key support figure within the wider team, assisting junior members and helping to drive service standards. This position is offered on an initial 3 month period ideally leading to become a permanent role.
The role includes:
- Providing full end-to-end administrative support to Wealth Planners
- Processing new business and client onboarding documentation
- Liaising with providers and internal departments
- Preparing valuations, review packs and meeting documentation
- Managing adviser diaries and arranging client meetings
- Completing post meeting actions and client correspondence
- Maintaining accurate client records across internal systems
- Handling billing, invoices and commission administration
- Supporting submissions to paraplanning
- Acting as a first point of contact for client queries
- Contributing to process improvements and team efficiency
Benefits:
- Salary up to £40,000 depending on experience
- Hybrid working available after first month
- 25 days holiday plus bank holidays
- Matched pension contribution
- Private medical insurance
- Medical cash plan
- Life assurance and income protection
- Employee wellbeing initiatives and assistance programme
- Mentoring schemes and continued professional development
- Excellent long-term career prospects
- Fantastic collaborative working culture
What they are looking for:
- Previous experience within IFA Administration or Wealth Planning support
- One exam away from completion
- Strong understanding of the end-to-end financial planning process
- Knowledge of pensions, investments and financial planning products
- Excellent organisational skills and attention to detail
- Strong communication and client service ability
- Ability to manage workloads in a fast-paced professional environment
This is a standout opportunity for an experienced financial planning support professional looking to step into a senior position within a highly respected wealth management environment.
Senior Wealth Planning Assistant in Guiseley employer: Recruit UK
Join a highly regarded wealth management firm in Leeds, where employee wellbeing and long-term career development are at the forefront of our culture. We offer a supportive environment with excellent benefits, including hybrid working options, generous holiday allowance, and comprehensive health plans, ensuring that you thrive both personally and professionally. As a Senior Wealth Planning Assistant, you'll play a pivotal role in enhancing client experiences while enjoying fantastic growth opportunities within a collaborative team.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Wealth Planning Assistant in Guiseley
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth management sector, attend industry events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and tailoring your answers to highlight your experience in IFA Administration or Wealth Planning support. Show them you’re the perfect fit for their team!
✨Tip Number 3
Follow up after your interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. We suggest mentioning something specific from the conversation to remind them of your great fit for the Senior Wealth Planning Assistant position.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for talented individuals like you to join our supportive and professional environment.
We think you need these skills to ace Senior Wealth Planning Assistant in Guiseley
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in IFA Administration or Wealth Planning support, and don’t forget to showcase your understanding of the financial planning process!
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 Senior Wealth Planning Assistant role. Mention your passion for client service and how you can contribute to the team’s success.
Showcase Your Skills:In your application, emphasise your organisational skills and attention to detail. These are crucial for managing workloads in a fast-paced environment, so give examples of how you've excelled in these areas before.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take the initiative!
How to prepare for a job interview at Recruit UK
✨Know Your Stuff
Make sure you brush up on your knowledge of the end-to-end financial planning process, pensions, and investments. Being able to discuss these topics confidently will show that you're not just familiar with the role but also genuinely interested in it.
✨Showcase Your Experience
Prepare specific examples from your previous roles as an IFA Administrator or Wealth Planning Assistant. Highlight how you've supported Wealth Planners and contributed to client servicing. This will demonstrate your hands-on experience and ability to add value to their team.
✨Ask Smart Questions
Come prepared with insightful questions about the company culture, team dynamics, and opportunities for professional development. This shows that you’re serious about your career and want to ensure it's a good fit for both you and them.
✨Demonstrate Team Spirit
Since this role involves supporting junior members and driving service standards, be ready to discuss how you've collaborated with others in the past. Share examples of how you've contributed to team efficiency and helped improve processes.
