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- Tasks: Be the go-to person for Wealth Planners and manage client data with precision.
- Company: Join a leading wealth planning firm in vibrant Cambridge.
- Benefits: Enjoy flexible working, ongoing training, and a supportive team environment.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Strong Microsoft Office skills and a passion for finance are essential.
- Other info: Great opportunity for career growth in a dynamic industry.
The predicted salary is between 36000 - 60000 £ per year.
Serve as the primary contact between Wealth Planners, the Client Services team, and third-party providers, ensuring all client data and applications are accurately maintained within company systems.
Handle finance queries (invoices, billing, WIP, commissions).
Provide flexible support across teams and departments.
Manage client onboarding, including CDD and new account paperwork, in line with AML requirements.
Engage in ongoing technical and professional training (including CPD).
Full understanding of the end-to-end Wealth Planning process.
Knowledge of a wide range of Financial Planning products.
Strong Microsoft Office and Outlook skills (Word, Excel).
Strong understanding of regulatory and compliance requirements relevant to Wealth Planning.
Ability to identify, follow, and escalate issues in line with company policy.
Pensions Data Assistant in Cambridge employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Pensions Data Assistant in Cambridge
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and understanding their Wealth Planning process. Show them you’re not just another candidate; you’re genuinely interested in how they operate and how you can contribute.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to finance queries and compliance. Being able to articulate your knowledge confidently will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Pensions Data Assistant in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Pensions Data Assistant role. Highlight your experience with client data management and any relevant financial planning knowledge. We want to see how your skills align with what we do!
Showcase Your Skills: Don’t forget to showcase your Microsoft Office skills, especially in Word and Excel. If you’ve got experience handling finance queries or managing onboarding processes, let us know! We love seeing those details.
Be Clear and Concise: When writing your application, keep it clear and concise. We appreciate straightforward communication, so make sure your points are easy to understand. This will help us see your potential right away!
Apply Through Our Website: Finally, make sure to apply through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. We can’t wait to hear from you!
How to prepare for a job interview at Cameron Kennedy
✨Know Your Wealth Planning Basics
Make sure you brush up on the end-to-end Wealth Planning process. Familiarise yourself with various Financial Planning products and regulatory requirements. This knowledge will help you answer questions confidently and show that you're serious about the role.
✨Showcase Your Microsoft Office Skills
Since strong skills in Microsoft Office, especially Excel and Word, are crucial for this position, be prepared to discuss your experience with these tools. You might even want to mention specific projects where you've used them effectively.
✨Prepare for Client Interaction Scenarios
Think about how you would handle finance queries or client onboarding situations. Prepare examples from your past experiences that demonstrate your ability to manage these tasks while ensuring compliance with AML requirements.
✨Demonstrate Flexibility and Team Support
This role requires you to provide flexible support across teams. Be ready to share instances where you've successfully collaborated with different departments or adapted to changing priorities. Highlighting your teamwork skills will show that you can thrive in a dynamic environment.