Job Description
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.