Wealth Planning Administrator

• Wealth Planning Administrator
• Location: Cambridge
• Salary: £30,000 - £35,000 per annum
• Job Type: Full-time
• A well-established wealth management firm, is looking to recruit a Wealth Planning Assistant to join their Cambridge office.
• This position will suit someone who is highly organised, detail-focused, and enjoys working within structured processes. It is a great opportunity for someone who is looking to begin or advance their career within financial services.

Duties will include

• Supporting financial advisers with client administration
• Preparing reports and documentation for client meetings
• Processing new business and monitoring applications
• Keeping client records accurate and up to date
• Liaising with product providers and internal departments

Requirements

• Experience within financial planning or wealth management
• Strong administrative and organisational skills
• A process-driven and methodical approach to work
• Excellent attention to detail
• Good communication skills

Additional information

• Hours: 8:30am – 5:00pm, Monday to Friday
• Office-based for the first 6 months
• Hybrid working (3 days office / 2 days home) after initial period
• This is an excellent opportunity to join a respected firm offering long-term stability and a structured working environment.