Job Title

Job Title: Wealth Planning AssistantLocation - Worcester30k + Bonus + BensKey ResponsibilitiesMeet and greet clients at respective locations.Handle client correspondence and post.Prepare letters of authority for signing.Prepare client application forms in line with suitability report recommendations, ensuring they are actioned promptly and accurately within agreed timeframes.Accurately create and maintain client records in XPlan and any associated systems.Ensure all tasks are completed in line with established business processes.Client SupportContribute to efficiency improvement initiatives and share best practices.Carry out other relevant duties within the remit of the role as reasonably directed by management.Undertake technical or other relevant training as required.Proactively develop knowledge of the industry and market. Maintain and record Continuous Professional Development (CPD) to build knowledge and skills.CompetenciesTechnical / QualificationsFull understanding of the end-to-end wealth planning process.Knowledge of financial planning products.Systems / Internal ProcessesProficient in Microsoft Office, particularly Word and Excel.Experience with XPlan (desired).Experience with Voyant (desired).Regulatory Awareness / ComplianceUnderstand and follow all relevant regulatory and compliance requirements for the role.Escalate any areas of concern or issue in a timely manner.Core Competencies / SkillsExcellent customer service skills.Strong interpersonal and communication skills.Good knowledge of financial planning products.Strong numerical ability.High attention to detail and accuracy.Effective planning and prioritisation skills.