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- Tasks: Support Wealth Planners with client service and administrative tasks for smooth operations.
- Company: Dynamic wealth management firm focused on client satisfaction and compliance.
- Benefits: Competitive salary, flexible working hours, and opportunities for professional growth.
- Why this job: Join a team that values your input and helps you grow in the finance industry.
- Qualifications: Strong organisational skills and a passion for client service; experience with Microsoft Office is a plus.
- Other info: Engage in ongoing training and stay updated with industry trends.
The predicted salary is between 30000 - 50000 £ per year.
Provide administrative and operational support to Wealth Planners to ensure effective client service delivery and compliant business processes. 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.
Administrative Support
- Meet documentation standards with exceptional accuracy.
- Support Wealth Planners with case submissions to the paraplanning team.
- Produce accurate Service Agreements when relevant.
- Provide flexible support across teams and departments.
Client Support
- Coordinate central services (paraplanning, valuations, business processing) to ensure smooth workflow.
- Manage client onboarding, including CDD and new account paperwork, in line with AML requirements.
- Organise client meetings, manage diaries, and prepare meeting packs.
- Complete post-meeting actions and record minutes.
- Act as first client contact for queries, escalating where appropriate and adapting communication for vulnerable clients.
- Greet clients, manage correspondence, and prepare letters of authority.
- Prepare accurate application forms as per suitability reports and process them within agreed timeframes.
- Maintain up-to-date client records in XPlan and associated systems.
- Follow all business processes and compliance procedures.
Team & Process Improvement
- Support efficiency initiatives and share best practices.
- Undertake additional duties as directed by management.
- Engage in ongoing technical and professional training (including CPD).
- Keep up to date with market trends and industry developments.
Technical Knowledge
- 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).
- Experience with XPlan (desired).
- Experience with Voyant (desired).
Compliance Awareness
- Strong understanding of regulatory and compliance requirements relevant to Wealth Planning.
- Ability to identify, follow, and escalate issues in line with company policy.
Wealth Planning Assistant in Cambridge employer: Cameron Kennedy
Contact Detail:
Cameron Kennedy Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Assistant in Cambridge
✨Tip Number 1
Network like a pro! Reach out to your connections in the wealth planning industry and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a job opening or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Make sure you can articulate how your skills align with their needs, especially around client service delivery and compliance. We want to see you shine!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. Focus on showcasing your administrative skills and your understanding of the wealth planning process.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Wealth Planning Assistant in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Wealth Planning Assistant role. Highlight any relevant experience you have in administrative support, client service, or compliance. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about wealth planning and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Attention to Detail: Since accuracy is key in this role, make sure your application is free from typos and errors. Double-check everything before hitting send. We appreciate candidates who take pride in their work!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Cameron Kennedy
✨Know Your Stuff
Make sure you have a solid understanding of the Wealth Planning process and the specific products involved. Brush up on your knowledge of compliance requirements and be ready to discuss how you would handle client queries or issues.
✨Showcase Your Admin Skills
Since the role involves a lot of administrative support, be prepared to talk about your experience with documentation and accuracy. Bring examples of how you've maintained records or managed client onboarding in previous roles.
✨Demonstrate Team Spirit
This position requires collaboration across teams, so highlight your ability to work well with others. Share instances where you've supported colleagues or contributed to team efficiency initiatives.
✨Prepare for Client Interaction
As the first point of contact for clients, it's crucial to show your communication skills. Think of scenarios where you've adapted your communication style for different clients, especially vulnerable ones, and be ready to discuss them.
