Wealth Management Administrator - Girton

Blakemore Recruitment; Cambridge; On-site; GBP 25,000 - 35,000; Full time

Job summary

A recruitment agency is seeking a Wealth Management Administrator in Cambridge. The role involves providing administrative support to financial professionals, managing client records, and ensuring compliance with regulations. Ideal candidates will have prior experience in financial services and strong organizational skills. Training for RO1 certification is available for those without it.

Qualifications

• Experience in Wealth Management or Financial Services.
• Willingness to complete RO1 certification if not already completed.
• Experience in a busy office managing varied workloads.

Responsibilities

• Provide administrative support to Directors and Financial Planners.
• Process new and existing business as directed.
• Maintain accurate client records and comply with regulations.

Skills

Problem-solving

Communication

Attention to detail

Organizational skills

Proficiency in MS Office

Education

CII R01 Financial Services – Regulation and Ethics

Tools

Adviser Office

Curo

Job description

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Wealth Management Administrator - Girton, Cambridge

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Client:

Blakemore Recruitment

Location:

Cambridge, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

2c7d6eaaa059

Job Views:

78

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

We are currently recruiting for a Wealth Management firm near Girton seeking a Wealth Management Administrator. The ideal candidate will have experience in Wealth Management/Financial Services and should have completed RO1 or be willing to complete it within an agreed timeframe.

Job Purpose:

Provide administrative support to Directors, Financial Planners, and Client Relationship Managers.

Main Duties:

• Support administration for a client portfolio as assigned by the Client Administration Team Leader (CATL).
• Process new and existing business as directed by relevant Directors, Financial Planners, or Client Relationship Managers.
• Keep clients and team members updated as necessary.
• Maintain accurate back-office systems and client records at all times.
• Follow company policies and comply with FCA regulations and risk management procedures.

Personal Skills:

• Ability to work independently and proactively.
• Strong problem-solving, decision-making, and communication skills.
• Attention to detail and analytical skills.
• Confidence in liaising with colleagues and external providers.
• Good planning and organizational skills.
• Proficiency in MS Office; experience with Adviser Office is desirable; experience with Curo is also desirable.

Experience:

• Experience in a busy, dynamic office environment managing varied workloads.
• Experience working to deadlines with changing priorities.
• Experience in client administration within Financial Services.

Personal Qualities:

• Self-motivated and proactive.
• Ability to work under pressure.
• Maintain professional standards and a good work ethic.

Qualifications & Training:

• Willingness to undertake relevant training and obtain necessary qualifications.
• Maintain competence as required by the business.
• Regularly review training needs.
• Desirable: CII R01 Financial Services – Regulation and Ethics.