×
Apply for Jobs Apply for Jobs Post a Job Post a Job Local Jobs Home
Register Here to Apply for Jobs or Post Jobs. X
More jobs:
Office Administrator/ Coordinator

Senior Wealth Planning Assistant - Drive Client Impact

Job in Birmingham, West Midlands, B1, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Office Administrator/ Coordinator
  • Administrative/Clerical
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A leading wealth management firm in Birmingham is seeking a Senior Wealth Planning Assistant to provide top-tier administrative and client support to Wealth Planners. This role is vital in delivering exceptional client outcomes through efficiency and accuracy. Ideal candidates will have a strong understanding of the Wealth Planning process and excellent communication skills. Responsibilities include coordinating services, managing client documentation, and mentoring junior staff while promoting continuous improvement.

This position offers significant professional growth opportunities.
#J-18808-Ljbffr
Position Requirements
10+ Years work experience
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
 
 
 
Search for further Jobs Here:
(Try combinations for better Results! Or enter less keywords for broader Results)
Location
Increase/decrease your Search Radius (miles)

Job Posting Language
Employment Category
Education (minimum level)
Filters
Education Level
Experience Level (years)
Posted in last:
Salary
Advanced Search