Role
The Wealth Planning Assistant provides essential administrative, analytical, and client service support to Wealth Managers and Financial Planners. The role supports the full advice cycle, from annual reviews through to preparing planning cases, onboarding clients, and ensuring the high-quality delivery of work throughout the advice process.
This position builds strong foundational knowledge of financial planning, client servicing and systems.
The successful candidate will:
· Own client servicing tasks for our client bank
· Support the delivery of client review cycles, follow-ups and recurring servicing tasks
· Maintain accurate client records, workflows and management information
· Work closely with wealth managers/financial planners and paraplanners to support case preparation and client communication
· Help ensure client enquiries are handled professionally, warmly and efficiently
· Support compliance and operational processes in line with the firm’s standards
· Identify process friction and suggest practical improvements
· Escalate appropriately where judgement, authority or technical input is required
· Contribute to a professional, client-focused and supportive team culture
In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard.
You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business.
We are committed to supporting the development of our people. This role offers the opportunity to build deep operational knowledge across wealth management administration, client service, compliance processes, and planning workflows. For the right person, there is the opportunity for future progression opportunities.
The ideal candidate will bring:
- Strong administration and organisational skills
- Excellent attention to detail
- A warm and professional communication style
- Confidence dealing with clients by email and telephone
- The ability to manage tasks, deadlines and follow-ups reliably
- A proactive approach to solving problems and improving processes
- Comfortable working with CRM systems and workflow tools
- A strong team ethic and willingness to support colleagues
- An interest in developing a career within wealth management
What We Are Looking For:
- We are looking for someone who is organised, reliable, professional, and comfortable working in a detailed, process-led environment.
- You will need to be confident managing multiple tasks, maintaining accurate records and communicating clearly with both clients and colleagues. Prior experience in financial services administration, wealth management would be helpful, but the most important qualities are accuracy, ownership, professionalism, and a willingness to learn.
What Good Looks Like:
- In this role, success means clients feel well looked after, wealth planners are freed to focus on advice and relationships, and operational processes run on time and to standard.
- You will be expected to manage work proactively, keep tasks and records up to date, communicate promptly, and take ownership of the work entrusted to you. The role would suit someone who takes pride in doing things properly and enjoys being part of a professional, client-focused business.
Pay: £25,420.00-£32,000.00 per year
Benefits:
Work Location: In person
