Wealth Management Administrator - Girton

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

Job summary

A leading Wealth Management firm in Girton is seeking a Wealth Management Administrator to provide comprehensive support to Directors and Client Relationship Managers. The successful candidate will have strong communication skills, experience in Financial Services, and a commitment to maintaining high professional standards. This is an excellent opportunity to develop within a dynamic and supportive environment.

Qualifications

• Must have experience in Wealth Management or Financial Services.
• Proficiency in MS Office applications required.
• Willingness to undertake relevant training.

Responsibilities

• Support administration for a designated client portfolio.
• Maintain communication with clients and team members.
• Ensure compliance with FCA guidelines and risk management procedures.

Skills

Attention to detail

Problem-solving

Communication skills

Organizational skills

Education

CII R01 Financial Services – Regulation and Ethics qualification

Tools

MS Office

Adviser Office

Curo

Job description

Wealth Management Administrator - Girton, Cambridge

Client:

Blakemore Recruitment

Location:

Cambridge, United Kingdom

Job Category:

Other

EU work permit required:

Yes

Job Reference:

2c7d6eaaa059

Job Views:

51

Posted:

24.06.2025

Expiry Date:

08.08.2025

Job Description:

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

Job Purpose:

To support the Directors, Financial Planners, and Client Relationship Managers with administrative tasks.

Main Duties:

• Support administration for a designated client portfolio as assigned by the Client Administration Team Leader (CATL).
• Process new and existing client business as directed by relevant Directors, Financial Planners, or Client Relationship Managers (CRM).
• Maintain communication with clients and team members, providing updates as needed.
• Ensure client records and back-office systems are accurate and up-to-date.
• Follow company policies outlined in the handbook.
• Comply with all regulatory and compliance requirements, including FCA guidelines and risk management procedures.

Personal Specification

Skills:

• Ability to work independently and proactively.
• Strong problem-solving and decision-making skills.
• Excellent verbal and written communication skills.
• Attention to detail and analytical thinking.
• Confident liaising with colleagues and external providers.
• Organizational and planning skills.
• Proficiency in MS Office applications.
• Experience with Adviser Office is essential; experience with Curo is desirable.

Experience:

• Experience in a busy, dynamic office environment.
• Ability to manage a varied workload and meet deadlines.
• Experience in client administration within Financial Services.

Personal Qualities:

• Self-motivated and proactive.
• Capable of working under pressure.
• Committed to maintaining professional standards.
• Strong work ethic.

Qualifications & Training:

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