Senior Wealth Planning Assistant

Cameron Kennedy; Slough; On-site; GBP 32,000 - 42,000; Full time

Job summary

Cameron Kennedy is seeking a Senior Wealth Planning Assistant to provide comprehensive administrative support within a collaborative Wealth Planning team in London, delivering first‑class client onboarding, meeting coordination and outcomes.

You will support Wealth Planners with client administration, prepare meetings, process new business and CDD, handle queries, maintain client records on XPlan, and help mentor junior staff while driving process improvements.

Qualifications

• Experience in wealth planning administration or similar client-facing role.
• Strong knowledge of financial planning products and processes.
• Excellent organisational skills with high attention to detail.
• Proficiency in MS Word/Excel; XPlan and Voyant desirable.

Responsibilities

• Assist Wealth Planners with client administration and meeting prep.
• Coordinate onboarding, new business processing and CDD.
• Maintain client records in XPlan and related systems.
• Support training and process improvements within the team.

Skills

Wealth admin

Client service

Organisational skills

MS Word

Excel

Communication

Tools

XPlan

Voyant

Job description

Senior Wealth Planning Assistant | Wealth Planning

£ Competitive Package

London

A fantastic opportunity for an experienced wealth planning administrator to join a collaborative Wealth Planning team and play a key role in delivering exceptional client service.

We're looking for a Senior Wealth Planning Assistant to provide comprehensive administrative support to Wealth Planners, ensuring smooth client onboarding, meeting coordination, and first-class client outcomes.

What you'll do

• Support Wealth Planners with client administration, meeting preparation, and post-meeting actions
• Handle new business processing, CDD, and accurate application paperwork
• Act as first point of contact for client queries and coordinate with central services
• Maintain accurate client records on XPlan and associated systems
• Assist with training junior team members and contribute to process improvements

What we're looking for

• Strong experience in wealth planning administration or similar client-facing financial services role
• Good knowledge of financial planning products and processes
• Excellent organisational skills with strong attention to detail
• Proficient in MS Word/Excel; XPlan and Voyant experience desirable
• Outstanding communication and interpersonal skills
• Proactive team player with excellent client service focus

What's on offer

• Key role within a professional, client-focused wealth management team
• Opportunity to mentor junior staff and drive process improvements
• Clear progression opportunities within wealth planning
• Supportive environment with ongoing professional development

Perfect for an ambitious wealth planning professional ready to take the next step.