Wealth Planning Assistant

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.