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- Tasks: Support Wealth Planners with administrative tasks and client interactions.
- Company: Reputable Wealth Management firm expanding its Financial Planning team.
- Benefits: Competitive salary, discretionary bonus, and comprehensive benefits package.
- Why this job: Join a growing firm and build a long-term career in Wealth Management.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Hybrid working model after probation with exposure to high-quality clients.
The predicted salary is between 28000 - 42000 £ per year.
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:
- 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
Salary up to £35,000, with some flexibility depending on experience. Discretionary bonus and comprehensive benefits package (including pension, PHI and PMI). 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.
Wealth Planning Administrator in Cambridge employer: mbf
Contact Detail:
mbf Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Wealth Planning Administrator in Cambridge
✨Tip Number 1
Network like a pro! Reach out to people in the Wealth Management field, especially those who work at firms you're interested in. A friendly chat can open doors and give you insider info on job openings.
✨Tip Number 2
Prepare for interviews by practising common questions related to Wealth Planning. We recommend role-playing with a friend or using online resources to get comfortable discussing your skills and experiences.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or projects. This will highlight your attention to detail, which is crucial for a Wealth Planning Administrator.
✨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 Administrator in Cambridge
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Wealth Planning Administrator role. Highlight any relevant experience in financial services and your understanding of the Wealth Planning process. We want to see how your skills match 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 management and how you can contribute to our team. Keep it professional but let your personality come through – we love a bit of character!
Showcase Your Organisational Skills: Since this role requires strong organisational skills, make sure to mention any experiences where you've successfully managed multiple tasks or projects. We want to know how you keep everything running smoothly!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about us and what we do!
How to prepare for a job interview at mbf
✨Know Your Wealth Planning Basics
Make sure you brush up on the fundamentals of wealth planning and financial products. Being able to discuss these topics confidently will show that you're not just interested in the role, but that you understand the industry.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, prepare examples from your past experiences where you've successfully managed multiple tasks or projects. This will help demonstrate your ability to handle the responsibilities of the position.
✨Familiarise Yourself with XPlan
If you have experience with XPlan, be ready to discuss it in detail. If not, take some time to learn about it and mention your willingness to get up to speed quickly. This shows initiative and a proactive attitude.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest but also helps you assess if the firm is the right fit for you.
