Wealth Planning Assistant - Team Leader

Wealth Planning Assistant – Team Leader Cambridge | Permanent | A respected UK wealth management firm is looking for a Wealth Planning Assistant Team Leader for its Cambridge office. This is the step up for a strong Wealth Planning or IFA Administrator who's ready to lead. You keep your hands in the work — supporting Wealth Planners, running client onboarding and new business, attending client meetings and keeping XPlan accurate — while taking responsibility for a small team: their workload, their development and their day to day. What you'll need

• Experience as a Wealth Planning Assistant, IFA Administrator or Financial Planning Administrator
• A good understanding of the end-to-end financial planning process and the products behind it
• Experience leading, mentoring or supervising others, formally or informally
• Excellent accuracy and attention to detail
• XPlan and Voyant useful, not essential