We have an exciting opportunity for an experienced Senior Wealth Planning Assistant to join a busy, supportive wealth planning team in Worcester. This senior support role gives you exposure to client meetings, mentoring opportunities, and the chance to make a real impact in delivering excellent client outcomes.

The Role:

• Act as a first point of contact for clients, handling queries and correspondence professionally
• Provide admin support to Planners: onboarding, valuations, new business
• Prepare meeting packs, manage diaries, and follow up on actions
• Maintain accurate client records on the CRM system
• Support and mentor junior team members
• Contribute to process improvements and team efficiency initiatives

About You:

• Strong knowledge of financial planning processes and products
• Previous experience in a Wealth Planning/IFA support role
• Excellent accuracy, attention to detail, and organisational skills
• Strong communication and interpersonal skills
• Collaborative, proactive team player

What’s on Offer:

• Competitive salary
• Exposure to client meetings and wider team responsibilities
• Mentoring and training junior colleagues
• Ongoing professional development and CPD support
• Collaborative and supportive team environment
• Excellent benefits including pension, private medical cover, and more

If this sounds like the right role for you, get in touch today for an immediate chat!