At a Glance
- Tasks: Lead a team while providing top-notch financial planning support and analysis.
- Company: Established wealth management practice in London with a focus on teamwork.
- Benefits: Competitive salary, career development, and a dynamic work environment.
- Other info: Opportunity to mentor junior staff and grow within a supportive team.
- Why this job: Step into a leadership role and make a real impact in wealth management.
- Qualifications: Level 4 Diploma in Financial Planning and two years' experience required.
The predicted salary is between 35000 - 45000 £ per year.
A well-established wealth management practice is looking to bring on board a senior-level professional who can combine deep technical paraplanning expertise with a genuine ability to lead and develop a team. This is a varied and high-impact position, sitting at the heart of the advisory operation — supporting a sizeable client bank, driving operational standards, and playing a pivotal role in mentoring junior colleagues. If you thrive in a technically demanding environment, take pride in the quality of your work, and are ready to step into a more senior, leadership-oriented position, this could be an excellent next move.
What You'll Be Doing
- Business Processing: Analyse provider and product information to produce well-reasoned, compliant financial planning recommendations. Carry out yield calculations and produce financial analytics to underpin adviser recommendations. Prepare, review and sign off suitability reports to a consistently high standard, in line with quality benchmarks. Complete client file reviews thoroughly and efficiently.
- Client Meeting Support: Take ownership of pre-meeting preparation, including cashflow modelling, tailored recommendations, and all supporting documentation. Ensure advisers are fully briefed and equipped ahead of every client review.
- Business & Pipeline Management: Keep client revenue data accurate and up to date, flagging trends and opportunities to grow the business pipeline. Contribute to income forecasting and broader business planning activity.
- Client Servicing & Administration: Oversee review scheduling to ensure all clients receive timely annual reviews. Maintain accurate records of client interactions and outcomes within the firm's CRM platform. Produce and issue all post-meeting correspondence, including review letters and action follow-ups.
- Compliance & Risk Management: Take a proactive approach to identifying and managing risk across both client files and internal processes. Work closely with the compliance function to ensure advice quality and regulatory standards are consistently met.
- Leadership & Team Development: Take an active role in supervising, coaching and developing junior support staff. Set high standards for the team and support others in meeting them. Serve as a key point of contact between the advisory team and senior management. Play a supporting role in the operational development of advisers within the wider team.
What We're Looking For
- Level 4 Diploma in Financial Planning — essential
- At least two years' experience in a paraplanning or financial planning support role
- Solid technical grounding across pensions, investments, protection and tax planning
- Hands‑on experience with cashflow modelling tools such as Voyant or FE Analytics
- Comfortable working within a CRM environment and confident with MS Office
- Detail‑oriented, analytically minded and capable of managing a varied workload under pressure
- A natural communicator who can build trust with advisers, clients and colleagues alike
- Someone who genuinely enjoys developing others and takes ownership of team standards
Senior Wealth Management Support Specialist employer: RGH-Global Limited
RGH-Global Limited is an exceptional employer, offering a supportive and nurturing work culture that prioritises the well-being of both staff and the young people in their care. Located in Liverpool, the company provides ample opportunities for professional growth and development, alongside a competitive salary package, making it an ideal place for those passionate about making a meaningful impact in the lives of children and young people.
