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:
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Providing administrative support to Wealth Planners
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Attending client meetings and completing follow-up tasks
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Preparing documentation, application forms, and service agreements
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Managing client communications and correspondence
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Coordinating meeting packs, valuations, and diary management
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Ensuring all data is accurately recorded in internal systems (e.g. XPlan)
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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:
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Strong understanding of financial planning products and processes
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Excellent communication and interpersonal skills
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High level of accuracy and attention to detail
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Confident using Microsoft Office (especially Word and Excel)
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Experience using platforms such as XPlan or Voyant is desirable
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Familiarity with FCA conduct rules and compliance requirements
Benefits
This role offers a comprehensive benefits package, including:
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Private Medical Insurance (including family cover)
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Medical Cash Plan (Simply Health)
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Pension scheme with up to 7.5% employer matching
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Life Assurance (4x salary) and Income Protection
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25 days holiday, increasing with length of service
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Share Incentive Plan and Electric Car Scheme
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Season Ticket Loan, Cycle to Work Scheme
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Enhanced maternity/paternity pay
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Flexible dress code and additional wellbeing support
Additional Information
This is an office-based position (5 days per week) in Worcester.
Sector:
- Financial Services
- Financial Planning
