Wealth Planning Assistant

Wealth Planning Assistant

Cambridge

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Job Purpose

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.

Key Responsibilities

Administrative Support

• Meet documentation standards with exceptional accuracy.
• Support Wealth Planners with case submissions to the paraplanning team.
• Handle finance queries (invoices, billing, WIP, commissions).
• 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.
• Organize 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.

Competencies & Skills

Technical Knowledge

• Full understanding of the end-to-end Wealth Planning process.
• Knowledge of a wide range of Financial Planning products.

Systems Proficiency

• 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. xwzovoh
• Ability to identify, follow, and escalate issues in line with company policy.