Financial Planning Assistant

JR United Kingdom; West Midlands; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading wealth management firm in Worcestershire seeks a Senior Client Services Administrator. This role involves collaborating with Financial Planners, managing client records, and enhancing team efficiency. Ideal candidates will have strong experience in financial planning and relevant qualifications. The position offers a competitive salary and benefits including private medical insurance and holidays.

Benefits

Private Medical Insurance

22 days holiday plus Christmas closure and bank holidays

Pension

Qualifications

• Strong experience in financial planning or wealth management administration.
• CII, CISI, or LIBF qualifications at Level 3 or above.

Responsibilities

• Collaborate with Financial Planners for client service.
• Manage client records and ensure compliance with procedures.
• Coach and develop team members to enhance skills.

Skills

Communication

Client Service

Education

CII Level 3

CISI Level 3

LIBF Level 3

Job description

Social network you want to login/join with:

Financial Planning Assistant, Worcestershire

Client:

CAP Resourcing LTD

Location:

Worcestershire, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Views:

5

Posted:

12.05.2025

Expiry Date:

26.06.2025

Job Description:

Location: Worcestershire

Are you an experienced Administrator with a background in wealth management? We’re looking for a Senior Client Services Administrator to join a dynamic team, working closely with Financial Planners to deliver top-tier client service.

About our client

CAP Resourcing are proud to support this established and respected wealth management firm that puts their clients at the heart of everything they do.

About the role

In this role, you will collaborate closely with Financial Planners to ensure seamless client service and manage business processes in compliance with internal procedures. You’ll take charge of workflow management, utilise technology to streamline operations, and act as a key point of contact for clients, offering clear and proactive communication. Additionally, you will be responsible for managing client records, processing business, and ensuring AML documentation is in place. A key part of your role will be coaching and developing team members to enhance their skills, while also assisting in improving team efficiency by streamlining processes.

What You’ll Bring:

The ideal candidate will have strong experience in financial planning or wealth management administration, along with CII, CISI, or LIBF qualifications at Level 3 or above. You should possess excellent communication skills and a genuine passion for delivering exceptional client service.

Ready to take the next step in your career? Apply today and join a team dedicated to excellence.

As well as a great basic salary, you can expect to receive private medical insurance, 22 days holiday plus Christmas closure and bank holidays, pension, and more.