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Senior Wealth Planning Assistant

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IDEX Consulting Ltd

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Location:
United Kingdom , Worcester

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Category:
Finance

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Contract Type:
Not provided

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Salary:

32000.00 - 37000.00 GBP / Year
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Job Description:

We have a fantastic opportunity for an experienced Senior Wealth Planning Assistant to join a busy and supportive wealth planning team in Worcester. This is a senior support role providing high-quality administrative and client support to Wealth Planners, helping ensure smooth delivery of advice and excellent client outcomes.

Job Responsibility:

  • Act as a first point of contact for clients, handling queries and correspondence professionally
  • 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 the CRM system
  • Assist in training and mentoring Junior Assistants, sharing knowledge and best practice
  • Contribute to process improvements and support team efficiency initiatives

Requirements:

  • 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
What we offer:
  • Competitive salary
  • 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
  • Excellent benefits including pension, private medical cover and more

Additional Information:

Job Posted:
March 20, 2026

Expiration:
June 25, 2026

Employment Type:
Fulltime
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