Job Description

We are currently recruiting for a Wealth Management firm based near Girton who are looking to recruit a Wealth Management Administrator to join their team. They are looking for someone with experience working within Wealth Management/Financial Services. They also require the candidate to have completed RO1 or the willingness to complete within an agreed timescale.

Job Purpose:


To provide administration support to the Directors, Financial Planners and Client Relationship Managers.


Main Duties:

  • Provide administration support for a bank of clients as identified by the Client Administration Team Leader (CATL).

  • Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).

  • Keep the relevant individuals and/or clients updated, as and when required.

  • Ensure the back-office systems and client records are maintained and accurate at all times.

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    Job Details

    Location
    Cambridge, England, United Kingdom
    Job Type
    Full-time
    Category
    Financial Specialists
    Posted Date
    July 10, 2026
    Deadline
    August 19, 2026