Associate Wealth Planner - Client Onboarding & Cash-Flow

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

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.