Senior Wealth Planning Administrator

An established and highly regarded UK wealth management firm is entering a significant period of growth following multiple completed acquisitions, with further expansion planned. As part of this continued investment in their financial planning capability, the business is now seeking an experienced Senior Wealth Planning Assistant to support Wealth Planners and Paraplanners in delivering high-quality client outcomes.This is an excellent opportunity for a capable and detail-oriented Wealth Planning Assistant to join a growing, well-resourced business with a first-class reputation, strong systems, and genuine long-term career prospects. The RoleThe Senior Wealth Planning Assistant will provide comprehensive administrative and client support to Wealth Planners, acting as a key point of contact for internal teams, product providers, and clients. The role requires a strong understanding of the end-to-end wealth planning process and the ability to work efficiently within a regulated environment.Key responsibilities include:Planner and Administrative SupportProviding high-level administrative support to Wealth PlannersSupporting case submissions to paraplanning and liaising with central servicesProducing accurate client documentation and service agreementsHandling finance-related administration including billing, WIP, commissions, and invoicesMaintaining accurate client records on Xplan and associated systemsEnsuring all work meets internal processes and compliance standardsClient ..... full job details .....