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- Tasks: Be the go-to person for Wealth Planners and manage client onboarding smoothly.
- Company: Join a leading wealth planning firm in Cambridge with a supportive team.
- Benefits: Gain valuable experience, flexible hours, and ongoing training opportunities.
- 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: Dynamic role with opportunities for growth and professional development.
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.
Planning Policy Assistant in Cambridge employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Planning Policy Assistant in Cambridge
✨Tip Number 1
Network like a pro! Reach out to people in the Wealth Planning field on LinkedIn or at industry events. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial planning products and compliance regulations. We want you to shine when discussing how you can support the team!
✨Tip Number 3
Show off your Microsoft Office skills! Bring examples of how you've used Excel or Word in past roles to streamline processes or manage data effectively. It’s all about demonstrating your value.
✨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 are keen to join us directly.
We think you need these skills to ace Planning Policy Assistant in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience relevant to the Wealth Planning process. We want to see how your skills align with the role, so don’t be shy about showcasing your knowledge of financial planning products and compliance requirements.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your background makes you a perfect fit. We love seeing enthusiasm for the industry and a clear understanding of what we do.
Show Off Your Tech Skills: Since strong Microsoft Office skills are a must, make sure to mention any specific experiences you have with Word and Excel. If you've used these tools to manage data or streamline processes, let us know!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
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 Microsoft Office skills are a must, be prepared to discuss your experience with Word and Excel. You might even want to mention specific tasks you've completed using these tools, like managing data or creating reports, to demonstrate your proficiency.
✨Prepare for Client Interaction Scenarios
As the primary contact between teams, think of examples where you've successfully managed client queries or onboarding processes. Be ready to explain how you handled any challenges, especially regarding compliance and AML requirements.
✨Engage in Continuous Learning
Highlight your commitment to ongoing training and professional development. Mention any relevant courses or CPD activities you've undertaken, as this shows you're proactive and eager to grow within the Wealth Planning field.