Wealth Planning Assistant

• 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.