Senior Wealth Planning Administrator

About the role

The firm is expanding rapidly after several acquisitions and needs a senior professional to support its wealth planning team. You will act as the primary administrative hub for Wealth Planners, ensuring smooth client interactions and compliance with regulatory standards.

Key responsibilities

• Provide high‑level administrative support to Wealth Planners.
• Coordinate case submissions to paraplanners and liaise with central services.
• Produce accurate client documentation, service agreements and application forms.
• Manage finance‑related administration such as billing, work‑in‑progress, commissions and invoices.
• Maintain client records on Xplan and related systems.
• Ensure all work complies with internal processes and regulatory standards.
• Serve as the first point of contact for client queries, arrange meetings, valuations and diary management.
• Prepare and submit CDD and onboarding documentation in line with AML procedures.
• Attend client meetings, record minutes and follow‑up actions.
• Mentor junior Wealth Planning Assistants and assist with training and quality checks.
• Contribute to continuous improvement initiatives and support the team during peak periods.

Required profile

• Proven experience as a Wealth Planning Assistant or in a similar administrative role.
• Strong understanding of the end‑to‑end wealth planning process.
• Good knowledge of financial planning products.
• Experience working with Xplan or comparable wealth management platforms.

Required skills

• Xplan