Wealth Management-Jobs in Großbritannien

My client is an independent financial planning practice based in Norwich, covering clients both locally and nationwide. They are currently looking to bolster their administration and support team. As a boutique practice, they provide independent advice across a diverse range of cases including Pensions, Investments, Protection, IHT, Tax & Retirement planning.

The suitable candidate will need to work independently with confidence, with the possibility of some remote work and flexible hours post-probation and training. The ideal candidate will have experience working in a Financial Planning practice, enabling them to hit the ground running after training. Essential experience includes familiarity with Intelligent Office (Intelliflo), Voyant, Microsoft Office (Word, Excel, Outlook), Transact, and Defaqto.

To enhance and maintain a frictionless, professional, and personal member experience by owning all operational, administrative, and communication processes that underpin our purpose-led financial planning service.

• Conduct member fact-find calls (telephone or Teams) to gather/update key financial information.
• Be a friendly and professional point of contact for member queries and updates.
• Ensure all communications reflect our tone: warm, personal, and trustworthy.
• Send birthday cards, Christmas cards, and appropriate gifts for special occasions.

• Prepare member planning packs, valuations, and reports using Intelligent Office, MS Office, Voyant, Defaqto, and provider sites.
• Draft new business reports and recommendation documents for adviser approval.
• Ensure documents are accurate, consistent, and produced within agreed timeframes.

• Process ad hoc member requests (e.g., withdrawals, changes, admin queries).
• Conduct monthly operational checks (e.g., cash balances, platform feeds, compliance tasks).
• Maintain up-to-date and compliant records across IO, Dashlane, Transact, and DocuSign.
• Monitor pipelines and workflows to ensure nothing slips through the cracks.

• Identify inefficiencies in workflows and suggest improvements.
• Support a culture of continuous improvement by streamlining processes.
• Take ownership of delegated tasks.

• A strong communicator who enjoys helping people and making a difference.
• Organised, accurate, and detail-oriented—someone who naturally spots errors or gaps.
• Comfortable working at pace, juggling multiple deadlines and member needs.
• Friendly and empathetic, able to speak confidently with high-net-worth individuals.
• Self-motivated, reliable, and eager to contribute to a growing business.

You must have experience working in a financial planning or wealth management firm, including:

• Preparing member (client) review documentation
• Drafting new business and recommendation reports & associated paperwork
• Conducting fact-finding conversations with members
• Handling ad hoc member admin and investment withdrawals
• Performing monthly operations checks (e.g., cash balances, feed integrity)
• Using the following IT systems confidently:

• Intelligent Office (Intelliflo)
• Voyant
• Microsoft Office (Word, Excel, Outlook)
• Transact
• Defaqto

You must also be a proficient typist with excellent written English.

• A supportive and ambitious team culture
• A long-term role in a growing, purpose-led business
• Structured workflows, clear expectations, and ongoing development
• Opportunity to grow into a more senior operations or practice manager role over time

Benefits include life cover, 8% pension contribution, technical assistance with exam modules, flexible working hours, 25 days holiday plus bank holidays, and a sick pay scheme.