Wealth Planning Assistant

ZipRecruiter; Worcester; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services firm in Worcester is seeking a Wealth Planning Assistant to assist with client relations and administrative tasks. The ideal candidate will have a strong understanding of the wealth planning process, excellent customer service skills, and proficiency in Microsoft Office. This role involves preparing client documents and maintaining accurate records. A competitive salary of £30k plus bonuses is offered.

Qualifications

• Full understanding of the end-to-end wealth planning process.
• Knowledge of financial planning products.

Responsibilities

• Meet and greet clients at respective locations.
• Handle client correspondence and post.
• Prepare letters of authority for signing.
• Prepare client application forms in line with suitability report recommendations.
• Accurately create and maintain client records in XPlan.
• Ensure all tasks are completed in line with business processes.

Skills

Excellent customer service skills

Strong interpersonal and communication skills

Good knowledge of financial planning products

Strong numerical ability

High attention to detail and accuracy

Effective planning and prioritisation skills

Tools

Microsoft Office (Word, Excel)

XPlan

Voyant

Job description

Job Description

Job Title: Wealth Planning Assistant

Location - Worcester

30k + Bonus + Bens

Key Responsibilities

• Meet and greet clients at respective locations.
• Handle client correspondence and post.
• Prepare letters of authority for signing.
• Prepare client application forms in line with suitability report recommendations, ensuring they are actioned promptly and accurately within agreed timeframes.
• Accurately create and maintain client records in XPlan and any associated systems.
• Ensure all tasks are completed in line with established business processes.

Client Support

• Contribute to efficiency improvement initiatives and share best practices.
• Carry out other relevant duties within the remit of the role as reasonably directed by management.
• Undertake technical or other relevant training as required.
• Proactively develop knowledge of the industry and market. Maintain and record Continuous Professional Development (CPD) to build knowledge and skills.

Competencies

Technical / Qualifications

• Full understanding of the end-to-end wealth planning process.
• Knowledge of financial planning products.

Systems / Internal Processes

• Proficient in Microsoft Office, particularly Word and Excel.
• Experience with XPlan (desired).
• Experience with Voyant (desired).

Regulatory Awareness / Compliance

• Understand and follow all relevant regulatory and compliance requirements for the role.
• Escalate any areas of concern or issue in a timely manner.

Core Competencies / Skills

• Excellent customer service skills.
• Strong interpersonal and communication skills.
• Good knowledge of financial planning products.
• Strong numerical ability.
• High attention to detail and accuracy.
• Effective planning and prioritisation skills.