Associate Wealth Planner
Job in
Lancashire, Lancashire, England, UK
Listed on 2026-09-12
Listing for:
Gap Personnel
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Office Administrator/ Coordinator
Job Description & How to Apply Below
We are exciting to be recruiting for an Associate Wealth planner for a global client based in South Shore. This role is suitable for an experienced Wealth Planner with a keenness to implement their skills for a great company!
Associate Wealth planner salary: £40,000-£50,000
Associate Wealth planner hours: 8:30am-5pm Monday to Friday (Hybrid working available post probation.)
Associate Wealth planner benefits- 25 holiday days +Bank Holidays
- Pension contribution.
- On site parking.
- Cycle to work Scheme.
- Prepare and submit CDD and new account paperwork for client onboarding, following the Company’s AML process and procedures
- Arrange client meetings, valuations, meeting packs and manage the Wealth Planners diaries
- Be a first contact point for clients to handle general queries, escalating complex queries to the Planner, adapting your approach for clients in vulnerable circumstances
- Accurately create and maintain XPlan and any associated client records
- Deal with finance queries including invoices, billing, WIP, commissions, etc
- Undertake appropriate, accurate and relevant research, based on the information gathered by the Planner.
- Undertake accurate calculations and cash-flow modelling where needed to support recommendations
- Draft and co-ordinate technical documents and research for client presentation
- Ability to work unsupervised following training
- Excellent customer service skills
- Effective communicator with good presentation skills
- Strong organisational and time management skills, resilient, ability to work under pressure and to deadlines
- Strong numerical skills. Excellent accuracy and attention to detail - quality output
- Excellent interpersonal, team working and influencing skills
- Flexible and proactive
Whilst we endeavour to respond to all applications individually, due to high volumes, this is not always possible. Thank you for your interest in this role and we look forward to working with you in the future
By applying for the above position and providing your personal data to us you understand that your data will be processed in line with our Privacy policies
Position Requirements
10+ Years
work experience
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