Wealth Planning Client Support Executive

Overview

In this role you support Wealth Planners and Paraplanners by delivering proactive administration and client service. You’ll prepare and process documentation, liaise with providers, and manage cases from submission to completion while upholding service standards and compliance. You’ll be a key bridge between clients and internal teams, helping to ensure accurate records and timely progress. This opportunity lets you shape client experiences within a leading wealth management group.

Responsibilities

• Prepare and pre-populate client recommendation letters and suitability reports
• Obtain quotes and provider illustrations to support research
• Process new business applications through provider portals and channels
• Deliver core servicing activities (surrenders, withdrawals, income payments)
• Submit letters of authority and follow up for required information
• Liaise with product providers for case updates
• Support data management and reporting for team projects
• Reconcile and follow up on outstanding fees and commission items
• Handle day-to-day admin tasks: post, scanning, data entry, record-keeping
• Maintain regulatory awareness and comply with internal policies
• Keep Wealth Planners informed of client developments and actions
• Participate in team meetings and escalate risks when needed
• Assist with client administration and case management end-to-end
• Ensure high accuracy and attention to detail in all tasks
• Maintain clear notes and robust audit trails

Key requirements

• Experience in a wealth planning environment or related field
• Strong communication skills with internal and external stakeholders
• Experience supporting clients with professional, timely service
• GCSEs in English and Mathematics
• Confident IT skills, particularly Microsoft Office
• Strong administrative capability, high accuracy and attention to detail
• Knowledge of pensions, investment bonds (onshore/offshore), VCT and EIS tax-efficient products, and protection (life cover) is advantageous
• Proactive, capable of working independently and with teams
• Ability to manage tasks end-to-end and meet deadlines

• proactive mindset
• strong client-service orientation
• attention to detail
• effective communication
• collaboration across teams
• Microsoft Office

…