Senior Wealth Planning Assistant

Senior Wealth Planning Assistant | Wealth Planning

£ Competitive Package

London

A fantastic opportunity for an experienced wealth planning administrator to join a collaborative Wealth Planning team and play a key role in delivering exceptional client service.

We're looking for a Senior Wealth Planning Assistant to provide comprehensive administrative support to Wealth Planners, ensuring smooth client onboarding, meeting coordination, and first-class client outcomes.

What you'll do

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• Support Wealth Planners with client administration, meeting preparation, and post-meeting actions
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• Handle new business processing, CDD, and accurate application paperwork
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• Act as first point of contact for client queries and coordinate with central services
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• Maintain accurate client records on XPlan and associated systems
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• Assist with training junior team members and contribute to process improvements
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What we're looking for

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• Strong experience in wealth planning administration or similar client-facing financial services role
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• Good knowledge of financial planning products and processes
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• Excellent organisational skills with strong attention to detail
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• Proficient in MS Word/Excel; XPlan and Voyant experience desirable
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• Outstanding communication and interpersonal skills
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• Proactive team player with excellent client service focus
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What's on offer

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• Key role within a professional, client-focused wealth management team
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• Opportunity to mentor junior staff and drive process improvements
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• Clear progression opportunities within wealth planning
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• Supportive environment with ongoing professional development
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Perfect for an ambitious wealth planning professional ready to take the next step.

DM me if you'd like to discuss this opportunity or know someone who would be a great fit.