Wealth Administrator

• Job Title: Wealth Planning Administrator
• Location: Cambridge
• Salary: £35,000 per annum
• We are recruiting on behalf of a client seeking a highly organised and process-driven Wealth Planning Administrator to join their growing team in Cambridge. This is a fantastic opportunity to support financial planners and play a key role in delivering an efficient and compliant client experience.
• This role is ideal for someone who thrives in a structured environment and takes pride in following processes to a high standard!

What you’ll be doing

• Provide administrative support to financial planners and the wider team
• Prepare and process client documentation, including new business and reviews
• Maintain accurate client records and update internal systems
• Liaise with providers and clients to progress cases efficiently
• Ensure all tasks are completed in line with company processes and compliance standards
• Monitor workflows and ensure cases move smoothly through the pipeline

To succeed in the role you’ll be or have

• Previous experience within financial services administration (wealth planning preferred)
• Highly process-driven with strong attention to detail
• Excellent organisational and time management skills
• Strong communication and client service abilities
• Ability to manage multiple tasks and deadlines efficiently
• A proactive and methodical approach to work

What’s on Offer

• Salary of £35,000
• Flexible working arrangements
• Opportunity to join a supportive and growing firm
• Career development within wealth management
• Collaborative and professional working environment
• Competitive benefits & wellbeing package, including private medical insurance, life assurance and income protection
• How to Apply
• If you are a detail-oriented and process-driven administrator with experience in financial services, please apply with your CV. Suitable candidates will be contacted for a confidential discussion.