Wealth Management Admin & Client Support Lead

Confidential; Cambridge; On-site; GBP 32,000 - 52,000; Full time

Job summary

Confidential in Cambridge is seeking an Administration and Client Support professional to join a holistic Wealth Management firm serving high‑net‑worth clients. You will provide full administrative support to a Senior Consultant and Paraplanner, handling new business administration and client reviews.

You will manage complex client cases, liaise with providers, submit business to relevant parties, and ensure compliance.

Qualifications

• Experience providing administrative support in professional services.
• Strong communication and organisation skills.
• IT literate with experience of financial services platforms.

Responsibilities

• Provide full administrative support to a Senior Consultant and Paraplanner, handling new business administration and client reviews.
• Deal with complex and sophisticated clients, manage cases and liaise with providers.
• Ensure submission of business to relevant parties and full compliance adherence.
• Act as first point of contact for new and existing clients in person and by telephone.
• Oversee day-to-day running of the office including supplies and meeting room preparation.

Skills

Administration

Client support

Office IT

Communication

Education

Relevant administration qualification

Job description

Confidential in Cambridge is seeking an Administration and Client Support professional to join a holistic Wealth Management firm serving high‑net‑worth clients. You will provide full administrative support to a Senior Consultant and Paraplanner, handling new business administration and client reviews.

You will manage complex client cases, liaise with providers, submit business to relevant parties, and ensure compliance.