Senior Wealth Planning AssistantWorcesterPermanent37.5 hours per week (8:30am - 5:00pm)£35,000 - £37,500 per annumAn exciting opportunity has arisen for an experienced Senior Wealth Planning Assistant to join a leading wealth management firm in Worcester. This role offers the chance to work within a dynamic Wealth Planning team, providing essential administrative and client support to Wealth Planners while playing a key role in delivering excellent client outcomes.The RoleAs a Senior Wealth Planning Assistant, you will provide comprehensive administrative and client support to Wealth Planners, ensuring seamless delivery of services within a robust compliance framework. You will be a trusted point of contact for clients and internal stakeholders, contributing to efficiency improvements and supporting the development of junior team members.Key ResponsibilitiesAdministrative Support:Maintain high standards of accuracy in all documentation and processesSupport Wealth Planners with case submissions to the paraplanning teamHandle finance queries including invoices, billing, and commissionsProduce accurate Service Agreements and supporting documentationClient Support:Coordinate central services including paraplanning, valuations, and business processingPrepare and submit CDD and new account paperwork following AML proceduresArrange client meetings, prepare meeting packs, and manage Wealth Planner diariesAct as first point of contact for client general queries, escalating complex ..... full job details .....