Wealth Planning Assistant

Cambridge (Hybrid) Salary: £35,000 + benefitsA 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 RoleAs 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 ParaplannersPreparing documentation and packs for client meetings and financial reviewsLiaising with providers to obtain policy information and updatesProcessing new business applications and tracking cases through to completionMaintaining accurate and up-to-date client records within internal systemsAssisting with client onboarding and compliance documentationSupporting the preparation of reports and financial planning documentationAbout YouPrevious experience within financial planning, wealth management, or financial services administrationStrong organisational skills and excellent attention to detailConfident communicating with clients, advisers, and providersExperience using CRM systems and provider platformsA proactive approach with the ability ..... full job details .....