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For Companies At a Glance
- Tasks: Provide essential admin and client support to Wealth Planners in a dynamic team.
- Company: Join a leading wealth management firm in Worcester with a supportive culture.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: 2-3 years experience in Wealth Planning and strong customer service skills.
- Other info: Office-based role with opportunities for growth and training.
The predicted salary is between 35000 - 37500 £ per year.
An exciting opportunity has arisen for an experienced Senior Wealth Planning Assistant to join a leading wealth management firm in Worcester. This role offers the chance to work within a dynamic Wealth Planning team, providing essential administrative and client support to Wealth Planners while playing a key role in delivering excellent client outcomes.
The Role
As a Senior Wealth Planning Assistant, you will provide comprehensive administrative and client support to Wealth Planners, ensuring seamless delivery of services within a robust compliance framework. You will be a trusted point of contact for clients and internal stakeholders, contributing to efficiency improvements and supporting the development of junior team members.
Key Responsibilities
- Administrative Support
- Maintain high standards of accuracy in all documentation and processes
- Support Wealth Planners with case submissions to the paraplanning team
- Handle finance queries including invoices, billing, and commissions
- Produce accurate Service Agreements and supporting documentation
- Coordinate central services including paraplanning, valuations, and business processing
- Prepare and submit CDD and new account paperwork following AML procedures
- Arrange client meetings, prepare meeting packs, and manage Wealth Planner diaries
- Act as first point of contact for client general queries, escalating complex matters appropriately
- Prepare client application forms in line with suitability recommendations
- Maintain accurate records on XPlan and associated client systems
- Assist with training and quality checking of work undertaken by junior staff
- Identify and contribute to process improvement initiatives
- Share knowledge and best practice to benefit the wider team
About You
Essential
- Minimum 2-3 years' experience as a Wealth Planning Assistant or Senior Wealth Planning Assistant
- Full understanding of the end-to-end Wealth Planning process
- Knowledge of financial planning products
- Proficient in Microsoft Office, particularly Word and Excel
- Excellent customer service and interpersonal skills
- Strong attention to detail and accuracy
- Excellent planning, prioritisation, and organisational skills
- Good team working and collaboration abilities
Desirable
- Experience of XPlan
- Experience of Voyant
What's On Offer
- Competitive salary of £35,000 - £37,500 depending on experience
- Opportunity to work with a leading wealth management firm
- Supportive team environment with opportunities for professional development
- Office-based role in Worcester (5 days per week, at least during probation period)
Senior Wealth Planning Assistant - Worcester in Kempsey employer: RGH-Global
Contact Detail:
RGH-Global Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Wealth Planning Assistant - Worcester in Kempsey
✨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 Senior Wealth Planning Assistant role.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to wealth planning and think about how your experience aligns with their needs. We want you to shine, so practice common interview questions and have some thoughtful queries ready to show your interest!
✨Tip Number 3
Showcase your skills! When you get the chance to meet potential employers, highlight your proficiency in Microsoft Office and your understanding of financial planning products. We believe that demonstrating your attention to detail and organisational skills can set you apart from the competition.
✨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 passionate individuals to join our dynamic team, so make sure you put your best foot forward!
We think you need these skills to ace Senior Wealth Planning Assistant - Worcester in Kempsey
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Senior Wealth Planning Assistant role. Highlight your relevant experience and skills that match the job description, especially your understanding of the Wealth Planning process and client support.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention specific experiences that demonstrate your administrative skills and customer service excellence.
Showcase Your Attention to Detail: In this role, accuracy is key. Make sure your application is free from typos and errors. This shows us you have the attention to detail we’re looking for, which is crucial in wealth planning.
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 important updates!
How to prepare for a job interview at RGH-Global
✨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 needs. This shows you're not just familiar with the role but genuinely interested in helping clients achieve their goals.
✨Showcase Your Admin Skills
Since this role involves a lot of administrative support, be prepared to talk about your experience with documentation accuracy and case submissions. Bring examples of how you've maintained high standards in your previous roles, especially when handling finance queries or preparing meeting packs.
✨Demonstrate Client-Centric Attitude
As a Senior Wealth Planning Assistant, you'll be a key point of contact for clients. Share examples of how you've provided excellent customer service in the past. Highlight your interpersonal skills and how you've managed client queries effectively, especially in complex situations.
✨Be Ready to Discuss Team Dynamics
This role requires collaboration and supporting junior team members. Think of instances where you've contributed to team success or helped improve processes. Showing that you can work well in a team and share knowledge will make you stand out as a candidate.