Senior Wealth Management Support Specialist

Senior Wealth Management
Support Specialist

Location: London

Contract Type: Full-time Permanent

Salary:

About the Role

A well-established wealth management practice is looking to bring on board a senior-level professional who can combine deep technical paraplanning expertise with a genuine ability to lead and develop a team. This is a varied and high-impact position sitting at the heart of the advisory operation supporting a sizeable client bank driving operational standards and playing a pivotal role in mentoring junior colleagues.

If you thrive in a technically demanding environment take pride in the quality of your work and are ready to step into a more senior leadership-oriented position this could be an excellent next move.

What Youll Be Doing

Business Processing

• Analyse provider and product information to produce well-reasoned compliant financial planning recommendations.
• Carry out yield calculations and produce financial analytics to underpin adviser recommendations.
• Prepare review and sign off suitability reports to a consistently high standard in line with quality benchmarks.
• Complete client file reviews thoroughly and efficiently.

Client Meeting Support

• Take ownership of pre-meeting preparation including cashflow modelling tailored recommendations and all supporting documentation.
• Ensure advisers are fully briefed and equipped ahead of every client review.

Business & Pipeline Management

• Keep client revenue data accurate and up to date flagging trends and opportunities to grow the business pipeline.
• Contribute to income forecasting and broader business planning activity.

Client Servicing & Administration

• Oversee review scheduling to ensure all clients receive timely annual reviews.
• Maintain accurate records of client interactions and outcomes within the firms CRM platform.
• Produce and issue all post-meeting correspondence including review letters and action follow-ups.

Compliance & Risk Management

• Take a proactive approach to identifying and managing risk across both client files and internal processes.
• Work closely with the compliance function to ensure advice quality and regulatory standards are consistently met.

Leadership & Team Development

• Take an active role in supervising coaching and developing junior support staff.
• Set high standards for the team and support others in meeting them.
• Serve as a key point of contact between the advisory team and senior management.
• Play a supporting role in the operational development of advisers within the wider team.

What Were Looking For

• Level 4 Diploma in Financial Planning essential
• At least two years experience in a paraplanning or financial planning support role
• Solid technical grounding across pensions investments protection and tax planning
• Hands-on experience with cashflow modelling tools such as Voyant or FE Analytics
• Comfortable working within a CRM environment and confident with MS Office
• Detail-oriented analytically minded and capable of managing a varied workload under pressure
• A natural communicator who can build trust with advisers clients and colleagues alike
• Someone who genuinely enjoys developing others and takes ownership of team standards