Senior Financial Planning Assistant

RGH-Global Ltd; West Midlands Combined Authority; On-site; GBP 60,000 - 80,000; Full time

Job summary

A wealth planning firm in the West Midlands is seeking an experienced Financial Planning Assistant to provide high-quality support to Planners and enhance client outcomes. This role involves acting as the first point of contact for clients, offering administrative assistance, and mentoring junior colleagues. The ideal candidate will have a strong understanding of financial planning and excellent organisational skills, working in a collaborative team environment.

Benefits

Ongoing professional development

Collaborative team environment

Qualifications

• Strong knowledge of the financial planning process and products.
• Previous experience in a Wealth Planning/IFA support role.
• Excellent accuracy, attention to detail, and organisational skills.

Responsibilities

• Act as a first point of contact for clients, handling queries and correspondence.
• Provide administrative support to Planners, including onboarding and valuations.
• Prepare meeting packs, manage diaries, and complete follow-up actions.

Skills

Financial planning knowledge

Organisational skills

Communication skills

Attention to detail

Team collaboration

Job description

A fantastic opportunity for an experienced Financial Planning Assistant to take on a senior support role within a busy wealth planning team. You will provide high-quality administrative and client support to Planners, ensuring smooth delivery of advice and excellent client outcomes.

The Role

• Act as a first point of contact for clients, handling queries and correspondence with professionalism.
• Provide administrative support to Planners, including onboarding, valuations and new business.
• Prepare meeting packs, manage diaries, and complete follow-up actions.
• Maintain accurate client records on CRM system.
• Assist in training and mentoring junior assistants, sharing knowledge and best practice.
• Contribute to process improvements and support team efficiency initiatives.

About You

• Strong knowledge of the financial planning process and products.
• Previous experience in a Wealth Planning/IFA support role.
• Excellent accuracy, attention to detail, and organisational skills.
• Strong communication and interpersonal skills, with a professional client service approach.
• Collaborative team player with a proactive attitude.

Whats on Offer

• A senior-level support role with exposure to client meetings and wider team responsibilities.
• Opportunity to mentor and train junior colleagues.
• Ongoing professional development and CPD support.
• A collaborative and supportive team environment.