Wealth Planning Assistant - Clayton Davies Ltd : Job Details

Job Description:

Our client is a national wealth management firm who are looking for a Wealth Planning Assistant to provide administrative support to Wealth Planners to help to deliver good client outcomes. You will support to the Wealth Planners by attending client meetings, dealing with any administrative work for clients and ensuring all client data provided is recorded on XPlan and any other associated systems. Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated. Be a point of contact for clients where appropriate.

The role will involve taking responsibility for the following

• Meet the Company’s documentation standards, demonstrating high standards of accuracy.
• Support the Wealth Planner in submission of cases to the paraplanning team.
• Support the Planner’s workflow by efficient co-ordination of central services such as paraplanning, valuations, business processing etc. Work collaboratively with colleagues to deliver good client outcomes.
• Arrange client meetings, valuations, meeting packs and manage the Wealth Planners diaries.
• Prepare client application forms in line with suitability report recommendations, ensuring they are actioned when returned by the client within business agreed timeframes and with accuracy.
• Accurately create and maintain XPlan and any associated client records.
• Undertake and record relevant Continuous Professional Development (CPD) to develop knowledge and skills.

Key Requirements:

• Full understanding of the end-to-end Financial Planning process
• Knowledge of Financial Planning products.
• Experience of XPlan would be beneficial