Team Assistant - Wealth Management

Colville Search Limited; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

Join a dynamic and friendly team as a Wealth Planning Assistant, where your organizational skills will shine! In this role, you'll be responsible for managing client data and supporting Wealth Planners, ensuring everything runs smoothly. If you have a knack for detail and a passion for financial planning, this is the perfect opportunity to make a meaningful impact. Work in a fast-paced environment where your contributions are valued, and be part of a team that thrives on collaboration and innovation. This is your chance to grow and excel in the financial services sector!

Qualifications

• 2+ years of admin experience in financial services.
• GCSEs in Maths & English (grade C or above) required.
• Detail-oriented and self-motivated individual.

Responsibilities

• Manage client data and support Wealth Planners with cases.
• Liaise with providers and manage applications efficiently.
• Keep the CRM system up to date and improve processes.

Skills

Excel

CRM Management

Administrative Skills

Attention to Detail

Communication Skills

Education

GCSEs in Maths

GCSEs in English

Financial Planning Qualifications

Job description

Wealth Planning Assistant – We Need Your Superpowers!
Location: London | Team: Wealth Planning |
Are you a pro at organising, love a good spreadsheet, and want to make a real difference in the world of financial planning? We’re looking for a Wealth Planning Assistant to keep the advisory service running like clockwork!
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What You’ll Be Doing:
• Own admin tasks and keep client data spotless
• Support Wealth Planners with new and existing client cases
• Liaise with providers, chase paperwork, and manage applications
• Keep our CRM system up to date and squeaky clean
• Help improve how we work – your ideas are welcome!
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What You Bring:
• 2+ years of admin experience in financial services
• GCSEs in Maths & English (grade C or above)
• Excel skills and CRM confidence
• Detail-obsessed, self-motivated, and people-friendly
• Bonus points for financial planning qualifications
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Why You’ll Love It Here:
We’re a friendly, fast-paced team where your work matters. You’ll be supported, challenged, and part of something meaningful.

Colville Search are a boutique agency and as a result, are unable to respond individually to the large volume of applications. If you are already registered with Colville Search please do not hesitate to contact the consultant you deal with directly.