Job Title: Senior Wealth Planning Assistant
Job ID: 10345
Location: London
Salary: Up to £45,000
Recruit UK are working on behalf of a highly regarded wealth management firm in London to recruit an experienced Senior Wealth Planning Assistant.
This is an excellent opportunity for an experienced IFA Administrator or Wealth Planning Assistant looking to join a professional and supportive business where staff retention, employee wellbeing and long-term career development are a genuine priority.
Working closely with Wealth Planners, you will provide senior level administrative support across the full client journey, ensuring all client servicing, new business and adviser support work is handled efficiently, accurately and in line with compliance procedures. This role will also involve acting as a key support figure within the wider team, assisting junior members and helping to drive service standards.
This position is offered on an initial 12 month fixed term contract, however there is strong potential for the role to become permanent.
The role includes:
*Providing full end-to-end administrative support to Wealth Planners
*Processing new business and client onboarding documentation
*Preparing CDD and AML paperwork
*Liaising with providers and internal departments
*Preparing valuations, review packs and meeting documentation
*Managing adviser diaries and arranging client meetings
*Completing post meeting actions and client correspondence
*Maintaining accurate client records across internal systems
*Handling billing, invoices and commission administration
*Supporting submissions to paraplanning
*Acting as a first point of contact for client queries
*Assisting with training and support of junior staff
*Contributing to process improvements and team efficiency
Benefits:
*Salary up to £45,000 depending on experience
*Flexible working available post probation
*25 days holiday plus bank holidays
*Up to 7.5% matched pension contribution
*Private medical insurance
*Medical cash plan
*Life assurance and income protection
*Share incentive plan
*Interest free season ticket loan
*Enhanced maternity and paternity benefits
*Employee wellbeing initiatives and assistance programme
*Mentoring schemes and continued professional development
*Excellent long-term career prospects
*Fantastic collaborative working culture
What they are looking for:
*Previous experience within IFA Administration or Wealth Planning support
*Strong understanding of the end-to-end financial planning process
*Knowledge of pensions, investments and financial planning products
*Excellent organisational skills and attention to detail
*Strong communication and client service ability
*Ability to manage workloads in a fast-paced professional environment
*Experience with XPlan and Voyant would be advantageous
This is a standout opportunity for an experienced financial planning support professional looking to step into a senior position within a highly respected wealth management environment.