Senior Wealth Planning Assistant

Job Title: Senior Wealth Planning Assistant

Job ID: 10384

Location: Leeds

Salary: Up to £40,000

Recruit UK are working on behalf of a highly regarded wealth management firm in Leeds to recruit an experienced Senior Wealth Planning Assistant.

This role would suit you if you are due to complete your final exams or currently doing some work with Paraplanners and have a good understanding to support them.

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 3 month period ideally leading to become a permanent role.

The role includes:

• Providing full end-to-end administrative support to Wealth Planners
• Processing new business and client onboarding documentation
• 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
• Contributing to process improvements and team efficiency

Benefits:

• Salary up to £40,000 depending on experience
• Hybrid working available after first month
• 25 days holiday plus bank holidays
• Matched pension contribution
• Private medical insurance
• Medical cash plan
• Life assurance and income protection
• 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
• One exam away from completion
• 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

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.