Wealth Planning Administrator

• Job Title: Wealth Planning Administrator
• Location: Cambridge
• Salary: ~£30,000
• We are looking for a data-driven and customer-focused Wealth Planning Administrator to provide crucial technical and operational support to our client's team of IFAs and Paraplanners in their Cambridge office.
• You will be responsible for maintaining client files, processing new business data, and ensuring compliance. You will also prepare review packs, manage provider communications, undertake data entry, and above-all deliver a high-quality client service.

What you'll be doing

• Client Administration: Preparing for client reviews, producing valuations, and drafting correspondence
• New Business Processing: Processing applications for pensions, investments, and protection products from submission to completion
• Data & Compliance: Maintaining accurate records on systems and ensuring compliance with regulatory and GDPR standards
• Provider Liaison: Communicating with product providers to obtain policy information, illustrations, and updates
• Support: Scheduling client meetings, managing adviser diaries, and answering client queries

To succeed in the role you'll be or have

• Experience: Previous experience within a financial planning, IFA, or wealth management firm is required
• Knowledge: Understanding of financial products (pensions, ISA, investments) and the compliance environment
• Technical Skills: Proficiency in IT systems such as CRM tools and MS Office
• This is an amazing opportunity for someone who is highly organised , with a keen attention to detail and excellent written/verbal communication skills , who wants to develop their career in the Financial Services Industry.
• Click that apply button and I'll look forward to telling you all about the fantastic benefits of being part of this growing business!