Wealth Planning Coordinator

4 hours ago


Worcester, Worcestershire, United Kingdom Clayton Davies Ltd Full time
Job Description:

At Clayton Davies Ltd, we are seeking a highly organized and detail-oriented Wealth Planning Assistant to provide administrative support to our Wealth Planners. The successful candidate will be responsible for attending client meetings, managing client data, and ensuring accurate record-keeping on XPlan and other associated systems.

Key Responsibilities:
  • Client Support: Provide exceptional client service by attending meetings, responding to client inquiries, and ensuring timely resolution of client issues.
  • Administrative Support: Manage client data, prepare application forms, and maintain accurate records on XPlan and other associated systems.
  • Workflow Coordination: Collaborate with Wealth Planners to ensure efficient coordination of central services, including paraplanning, valuations, and business processing.
  • Continuous Improvement: Participate in Continuous Professional Development (CPD) to enhance knowledge and skills in financial planning and XPlan.
Requirements:
  • Financial Planning Knowledge: Possess a thorough understanding of the end-to-end financial planning process and knowledge of financial planning products.
  • XPlan Experience: Familiarity with XPlan and ability to accurately create and maintain client records.


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