Senior Wealth Planning Assistant

We have a fantastic opportunity for an experienced Senior Wealth Planning Assistant to join a busy and supportive wealth planning team in Worcester. This is a senior support role providing high-quality administrative and client support to Wealth Planners, helping ensure smooth delivery of advice and excellent client outcomes.

The Role:

• Act as a first point of contact for clients, handling queries and correspondence professionally
• Provide administrative support to Planners, including onboarding, valuations and new business
• Prepare meeting packs, manage diaries and complete follow-up actions
• Maintain accurate client records on the CRM system
• Assist in training and mentoring Junior Assistants, sharing knowledge and best practice
• Contribute to process improvements and support team efficiency initiatives

About You:

• Strong knowledge of the financial planning process and products
• Previous experience in a wealth planning/IFA support role
• Excellent accuracy, attention to detail and organisational skills
• Strong communication and interpersonal skills with a professional client service approach
• Collaborative team player with a proactive attitude

What's on Offer:

• Competitive salary
• Exposure to client meetings and wider team responsibilities
• Opportunity to mentor and train junior colleagues
• Ongoing professional development and CPD support
• A collaborative and supportive team environment
• Excellent benefits including pension, private medical cover and more

If this sounds like the role for you, I'd love to hear from you. Please get in touch to discuss the opportunity further. Ellie Sedgwick IDEX Consulting

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.