Associate Wealth Planner

Gap Personnel; Lancashire; Hybrid; GBP 40,000 - 50,000; Full time

Benefits offered by this job

25 holiday days +Bank Holidays

Pension contribution.

On site parking.

Cycle to work Scheme.

Job summary

Gap Personnel is recruiting an Associate Wealth Planner for a global client based in South Shore, Lancashire. This role suits an experienced Wealth Planner keen to apply their skills in a collaborative, client-focused environment. Salary £40,000–£50,000 with 8:30am–5pm hours, Monday to Friday.

Hybrid working available after probation. Benefits include 25 holiday days + Bank Holidays, pension contributions, on-site parking and cycle to work scheme.

Qualifications

• Experience in wealth planning or financial services.
• Ability to onboard clients and manage AML/CDD processes.

Responsibilities

• Prepare and submit CDD and new account paperwork for client onboarding, following AML processes.
• Arrange client meetings, valuations, meeting packs and manage the Wealth Planners diaries.
• Be a first point of contact for clients to handle queries and escalate complex issues.
• Maintain XPlan client records and related documentation.
• Handle finance queries including invoices, billing and WIP.
• Conduct research to support recommendations.
• Draft and coordinate technical documents for client presentations.

Skills

Customer service

Communication

Time management

Attention to detail

Interpersonal skills

Tools

XPlan

Job description

We are exciting to be recruiting for an Associate Wealth planner for a global client based in South Shore. This role is suitable for an experienced Wealth Planner with a keenness to implement their skills for a great company!

Associate Wealth planner salary: £40,000-£50,000

Associate Wealth planner hours: 8:30am-5pm Monday to Friday (Hybrid working available post probation.)

Associate Wealth planner benefits

• 25 holiday days +Bank Holidays
• Pension contribution.
• On site parking.
• Cycle to work Scheme.

Associate Wealth planner roles and responsibilities

• Prepare and submit CDD and new account paperwork for client onboarding, following the Company’s AML process and procedures
• Arrange client meetings, valuations, meeting packs and manage the Wealth Planners diaries
• Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances
• Accurately create and maintain XPlan and any associated client records
• Deal with finance queries including invoices, billing, WIP, commissions, etc
• Undertake appropriate, accurate and relevant research, based on the information gathered by the Planner.
• Undertake accurate calculations and cash-flow modelling where needed to support recommendations
• Draft and co-ordinate technical documents and research for client presentation

Associate Wealth Planner core competencies

• Ability to work unsupervised following training
• Excellent customer service skills
• Effective communicator with good presentation skills
• Strong organisational and time management skills, resilient, ability to work under pressure and to deadlines
• Strong numerical skills. Excellent accuracy and attention to detail - quality output
• Excellent interpersonal, team working and influencing skills
• Flexible and proactive

Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future

By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy policies