Job Description
Cambridge (Hybrid)
Salary: £35,000 + benefits
A well-established and highly regarded wealth management firm in Cambridge is looking to recruit a Wealth Planning Assistant to support its team of Financial Planners and Paraplanners.
This is a fantastic opportunity for someone with experience in financial services administration or wealth management support who is looking to build a long-term career within financial planning.
The Role
As a Wealth Planning Assistant, you will play a key role in supporting advisers and paraplanners with the administration and coordination of client work, ensuring a smooth and efficient client journey.
Your responsibilities will include:
* Providing day-to-day administrative support to Financial Planners and Paraplanners
* Preparing documentation and packs for client meetings and financial reviews
* Liaising with providers to obtain policy information and updates
* Processing new business applications and tracking cases through to completion
* Maintaining accurate and up-to-date client records within internal systems
* Assisting with client onboarding and compliance documentation
* Supporting the preparation of reports and financial planning documentation
About You
* Previous experience within financial planning, wealth management, or financial services administration
* Strong organisational skills and excellent attention to detail
* Confident communicating with clients, advisers, and providers
* Experience using CRM systems and provider platforms
* A proactive approach with the ability to manage multiple priorities
Desirable
* Working towards CII financial planning qualifications
* Experience supporting Financial Planners or Paraplanners within a wealth management firm
What’s on Offer
* Salary of £35,000
* Hybrid working
* Supportive and collaborative team environment
* Opportunity to develop your career within wealth management and financial planning
* Support with professional qualifications
If you have experience in financial services administration and are looking for your next step within a respected wealth management firm in Cambridge, we would love to hear from you.