Senior Wealth Planning Assistant

Senior Wealth Planning Assistant | Wealth Planning

£ Competitive Package

London

A fantastic opportunity for an experienced wealth planning administrator to join a collaborative Wealth Planning team and play a key role in delivering exceptional client service.

We're looking for a Senior Wealth Planning Assistant to provide comprehensive administrative support to Wealth Planners, ensuring smooth client onboarding, meeting coordination, and first-class client outcomes.

What you'll do

• Support Wealth Planners with client administration, meeting preparation, and post-meeting actions
• Handle new business processing, CDD, and accurate application paperwork
• Act as first point of contact for client queries and coordinate with central services
• Maintain accurate client records on XPlan and associated systems
• Assist with training junior team members and contribute to process improvements

What we're looking for

• Strong experience in wealth planning administration or similar client-facing financial services role
• Good knowledge of financial planning products and processes
• Excellent organisational skills with strong attention to detail
• Proficient in MS Word/Excel; XPlan and Voyant experience desirable
• Outstanding communication and interpersonal skills
• Proactive team player with excellent client service focus

What's on offer

• Key role within a professional, client-focused wealth management team
• Opportunity to mentor junior staff and drive process improvements
• Clear progression opportunities within wealth planning
• Supportive environment with ongoing professional development

Perfect for an ambitious wealth planning professional ready to take the next step.

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