Cameron Kennedy
Wealth Planning Assistant
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Wealth Planning Assistant
Location: Cambridge
Type: Permanent
A respected UK wealth management firm is looking for a Wealth Planning Assistant to join its Cambridge office.
You'll work alongside the Wealth Planners as their right hand — preparing and submitting CDD and new account paperwork, processing new business, producing application forms from suitability reports, arranging client meetings and valuations, and keeping XPlan accurate throughout. You'll attend client meetings, handle post-meeting actions, and be a first point of contact for clients on day-to-day queries.
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What you'll need
- Experience as a Wealth Planning Assistant, IFA Administrator or Financial Planning Administrator
- A good understanding of the end-to-end financial planning process and the products behind it
- Strong numerical skills and genuinely excellent attention to detail
- Confident dealing with clients directly, including those in vulnerable circumstances
- XPlan and Voyant useful, not essential
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