Job Description
A well-established and highly regarded Wealth Management organisation is currently expanding its Financial Planning offering and is looking to recruit a Wealth Planning Assistant to join its team based in Cambridge.
The business is undergoing a period of significant growth following recent acquisitions and continued investment in its UK Wealth Planning capability. This represents an excellent opportunity to join a professional, forward-thinking firm with strong long-term career prospects.
The role:
You will provide administrative and client support to Wealth Planners, helping to ensure the smooth delivery of high-quality Wealth Planning services and excellent client outcomes.
Key responsibilities include:
* Providing administrative and client support to Wealth Planners
* Supporting the end-to-end Wealth Planning process, including client onboarding, CDD and new business processing
* Acting as a key point of contact between clients, internal teams and product providers
* Preparing meeting packs, arranging client meetings and managing adviser diaries
* Attending client meetings where appropriate and completing post-meeting actions
* Accurately maintaining client records on XPlan and associated systems
* Liaising closely with paraplanning, valuations and business processing teams
The environment:
* A growing Wealth Management firm with a strong reputation in the market
* A professional, collaborative and well-structured Financial Planning team
* Exposure to high-quality clients and established internal processes
The ideal candidate:
* Previous experience in a Wealth Planning Assistant or Financial Services administration role
* Good understanding of the Wealth Planning process and financial planning products
* Experience using XPlan would be advantageous
* Strong organisational skills with excellent attention to detail
* A client-focused approach with strong communication skills
Package & benefits:
* Salary up to £35,000, with some flexibility depending on experience
* Discretionary bonus and comprehensive benefits package (including pension, PHI and PMI)
* 37.5-hour working week (8:30am–5:00pm)
* Office-based initially during the probation period (with some flexibility at manager discretion)
* Hybrid working thereafter: 3 days in the office / 2 days from home
This is a strong opportunity for someone looking to build a long-term career within a high-quality Wealth Management environment.