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:You will 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 PlannersSupporting the end-to-end Wealth Planning process, including client onboarding, CDD and new business processingActing as a key point of contact between clients, internal teams and product providersPreparing meeting packs, arranging client meetings and managing adviser diariesAttending client meetings where appropriate and completing post-meeting actionsAccurately maintaining client records on XPlan and associated systemsLiaising closely with paraplanning, valuations and business processing teamsThe environment:A growing Wealth Management firm with a strong reputation in the marketA professional, collaborative and well-structured Financial Planning teamExposure to high-quality clients and established internal ..... full job details .....