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!