Stock Controller jobs in United Kingdom

Job Description

Wealth Planning Assistant

Location: Worcester (Office-based, Monday to Friday)

Salary: Up to £31,000 per annum + full company benefits

An established and respected wealth management firm is looking to recruit a professional and detail-oriented Wealth Planning Assistant to join their team in Worcester. This is a permanent, full-time, office-based role offering a clear opportunity to grow within a reputable and supportive environment.

The Role

As a Wealth Planning Assistant, you will play a key role in supporting Wealth Planners in delivering an exceptional client experience. You’ll manage a wide range of administrative tasks including preparing client documentation, liaising with providers, maintaining client records, and supporting the end-to-end wealth planning process.

Key responsibilities include:

• Providing administrative support to Wealth Planners
• Attending client meetings and completing follow-up tasks
• Preparing documentation, application forms, and service agreements
• Managing client communications and correspondence
• Coordinating meeting packs, valuations, and diary management
• Ensuring all data is accurately recorded in internal systems (e.g. XPlan)
• Assisting with onboarding processes including CDD and AML checks

The Candidate

This role would suit someone with prior experience in financial services or wealth management administration. You’ll be client-focused, organised, and capable of working accurately within compliance and regulatory frameworks.

Essential skills and experience:

• Strong understanding of financial planning products and processes
• Excellent communication and interpersonal skills
• High level of accuracy and attention to detail
• Confident using Microsoft Office (especially Word and Excel)
• Experience using platforms such as XPlan or Voyant is desirable
• Familiarity with FCA conduct rules and compliance requirements

Benefits

This role offers a comprehensive benefits package, including:

• Private Medical Insurance (including family cover)
• Medical Cash Plan (Simply Health)
• Pension scheme with up to 7.5% employer matching
• Life Assurance (4x salary) and Income Protection
• 25 days holiday, increasing with length of service
• Share Incentive Plan and Electric Car Scheme
• Season Ticket Loan, Cycle to Work Scheme
• Enhanced maternity/paternity pay
• Flexible dress code and additional wellbeing support

Additional Information

This is an office-based position (5 days per week) in Worcester.