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 professionallyProvide administrative support to Planners, including onboarding, valuations and new businessPrepare meeting packs, manage diaries and complete follow-up actionsMaintain accurate client records on the CRM systemAssist in training and mentoring Junior Assistants, sharing knowledge and best practiceContribute to process improvements and support team efficiency initiativesAbout You:Strong knowledge of the financial planning process and productsPrevious experience in a wealth planning/IFA support roleExcellent accuracy, attention to detail and organisational skillsStrong communication and interpersonal skills with a professional client service approachCollaborative team player with a proactive attitudeWhat''s on Offer:Competitive salaryExposure to client meetings and wider team responsibilitiesOpportunity to mentor and train junior colleaguesOngoing professional development and CPD supportA collaborative and supportive team environmentExcellent benefits including pension, private medical cover and moreIf this sounds like the role for you, I''d love to hear ..... full job details .....