Senior Financial Planning Assistant

A fantastic opportunity for an experienced Financial Planning Assistant to take on a senior support role within a busy wealth planning team. You will provide high-quality administrative and client support to Planners, ensuring smooth delivery of advice and excellent client outcomes.

The Role

• Act as a first point of contact for clients, handling queries and correspondence with professionalism.

• Provide administrative support to Planners, including onboarding, valuations and new business. 

• Prepare meeting packs, manage diaries, and complete follow-up actions.

• Maintain accurate client records on CRM system.

• Assist in training and mentoring junior assistants, sharing knowledge and best practice.

• Contribute to process improvements and support team efficiency initiatives.

About You

• Strong knowledge of the financial planning process and products.

• Previous experience in a Wealth Planning/IFA support role.

• Excellent accuracy, attention to detail, and organisational skills.

• Strong communication and interpersonal skills, with a professional client service approach.

• Collaborative team player with a proactive attitude.

Whats on Offer

• A senior-level support role with exposure to client meetings and wider team responsibilities.

• Opportunity to mentor and train junior colleagues.

• Ongoing professional development and CPD support.

• A collaborative and supportive team environment.