Job Title: Senior Wealth Planning Assistant

Job ID: 10384

Location: Leeds

Salary: Up to £40,000

Recruit UK are working on behalf of a highly regarded wealth management firm in Leeds to recruit an experienced Senior Wealth Planning Assistant.

This role would suit you if you are due to complete your final exams or currently doing some work with Paraplanners and have a good understanding to support them.

This is an excellent opportunity for an experienced IFA Administrator or Wealth Planning Assistant looking to join a professional and supportive business where staff retention, employee wellbeing and long-term career development are a genuine priority.

Working closely with Wealth Planners, you will provide senior level administrative support across the full client journey, ensuring all client servicing, new business and adviser support work is handled efficiently, accurately and in line with comp...