Senior Wealth Planning Assistant - Drive Client Impact

IDEX Consulting; Birmingham; On-site; GBP 30,000 - 45,000; Full time

Job summary

A leading wealth management firm in Birmingham is seeking a Senior Wealth Planning Assistant to provide top-tier administrative and client support to Wealth Planners. This role is vital in delivering exceptional client outcomes through efficiency and accuracy. Ideal candidates will have a strong understanding of the Wealth Planning process and excellent communication skills. Responsibilities include coordinating services, managing client documentation, and mentoring junior staff while promoting continuous improvement. This position offers significant professional growth opportunities.

Qualifications

• Strong understanding of the end-to-end Wealth Planning process.
• Knowledge of financial planning products.
• Highly organized with excellent planning and prioritization skills.
• Strong awareness of regulatory and compliance standards.

Responsibilities

• Provide high-quality administrative support to Wealth Planners.
• Coordinate central services including paraplanning and valuations.
• Act as a first point of contact for clients.
• Assist with training and quality-checking of junior team members.

Skills

Customer service and communication skills

Strong numerical ability

Organizational skills

Team collaboration

Proactive approach

Tools

XPlan

Microsoft Word

Microsoft Excel

Job description

A leading wealth management firm in Birmingham is seeking a Senior Wealth Planning Assistant to provide top-tier administrative and client support to Wealth Planners. This role is vital in delivering exceptional client outcomes through efficiency and accuracy. Ideal candidates will have a strong understanding of the Wealth Planning process and excellent communication skills. Responsibilities include coordinating services, managing client documentation, and mentoring junior staff while promoting continuous improvement. This position offers significant professional growth opportunities.