Financial Planning Administrator

ZipRecruiter; Worcester; On-site; GBP 26,000 - 31,000; Full time

Job summary

A reputable financial services firm in Worcester is seeking a Wealth Planning Assistant to support their team. This permanent, full-time role involves providing administrative support to Wealth Planners, enhancing client experiences, and managing essential documentation. The ideal candidate will have a strong understanding of financial planning products and excellent organizational skills, along with the ability to work within compliance frameworks. This position offers a competitive salary and a comprehensive benefits package, including Private Medical Insurance and a pension scheme.

Benefits

Private Medical Insurance

Pension scheme with up to 7.5% employer matching

25 days holiday

Flexible dress code

Qualifications

• Prior experience in financial services or wealth management administration.
• Client-focused and organised, with compliance knowledge.

Responsibilities

• Provide administrative support to Wealth Planners.
• Attend client meetings and complete follow-up tasks.
• Maintain accurate client records.

Skills

Strong understanding of financial planning products and processes

Excellent communication and interpersonal skills

High level of accuracy and attention to detail

Confident using Microsoft Office (especially Word and Excel)

Experience using platforms such as XPlan or Voyant is desirable

Familiarity with FCA conduct rules and compliance requirements

Tools

XPlan

Microsoft Office

Job description

Job Description

Wealth Planning Assistant

Location: Worcester (Office-based, Monday to Friday)

Salary: Up to £31,000 per annum + full company benefits

An established and respected wealth management firm is looking to recruit a professional and detail-oriented Wealth Planning Assistant to join their team in Worcester. This is a permanent, full-time, office-based role offering a clear opportunity to grow within a reputable and supportive environment.

The Role

As a Wealth Planning Assistant, you will play a key role in supporting Wealth Planners in delivering an exceptional client experience. You’ll manage a wide range of administrative tasks including preparing client documentation, liaising with providers, maintaining client records, and supporting the end-to-end wealth planning process.

Key responsibilities include:

• Providing administrative support to Wealth Planners
• Attending client meetings and completing follow-up tasks
• Preparing documentation, application forms, and service agreements
• Managing client communications and correspondence
• Coordinating meeting packs, valuations, and diary management
• Ensuring all data is accurately recorded in internal systems (e.g. XPlan)
• Assisting with onboarding processes including CDD and AML checks

The Candidate

This role would suit someone with prior experience in financial services or wealth management administration. You’ll be client-focused, organised, and capable of working accurately within compliance and regulatory frameworks.

Essential skills and experience:

• Strong understanding of financial planning products and processes
• Excellent communication and interpersonal skills
• High level of accuracy and attention to detail
• Confident using Microsoft Office (especially Word and Excel)
• Experience using platforms such as XPlan or Voyant is desirable
• Familiarity with FCA conduct rules and compliance requirements

Benefits

This role offers a comprehensive benefits package, including:

• Private Medical Insurance (including family cover)
• Medical Cash Plan (Simply Health)
• Pension scheme with up to 7.5% employer matching
• Life Assurance (4x salary) and Income Protection
• 25 days holiday, increasing with length of service
• Share Incentive Plan and Electric Car Scheme
• Season Ticket Loan, Cycle to Work Scheme
• Enhanced maternity/paternity pay
• Flexible dress code and additional wellbeing support

Additional Information

This is an office-based position (5 days per week) in Worcester.