Wealth Planning Assistant
other jobs mbf.
Added before 4 Days
- England,East of England,Cambridgeshire
- Full Time, Permanent
- £30,000 - £36,000 per annum
Job Description:
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.
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.
Job number 3353935
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mbf.
mbf. was originally established as an agency which wanted to differentiate itself from the norm. In 2012 our business was set up with the primary focu...