Wealth Administrator

Job Title: Wealth Planning AdministratorLocation: CambridgeSalary: £35,000 per annumWe 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 teamPrepare and process client documentation, including new business and reviewsMaintain accurate client records and update internal systemsLiaise with providers and clients to progress cases efficientlyEnsure all tasks are completed in line with company processes and compliance standardsMonitor workflows and ensure cases move smoothly through the pipelineTo 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 detailExcellent organisational and time management skillsStrong communication and client service abilitiesAbility to manage multiple tasks and deadlines efficientlyA proactive and methodical approach to workWhat''s on OfferSalary of £35,000Flexible working arrangements Opportunity to join a supportive and growing firmCareer development within wealth ..... full job details .....