Senior Wealth Planning Assistant

Job Title: Senior Wealth Planning AssistantJob ID: 10384Location: LeedsSalary: Up to £40,000Recruit 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 PlannersProcessing new business and client onboarding documentationLiaising with providers and internal departmentsPreparing valuations, review packs and meeting documentationManaging adviser diaries and arranging client meetingsCompleting post meeting actions ..... full job details .....