Wealth Planning Admin – Hybrid Role in Cambridge

Cranleigh Personnel; Cambridge; Ibrido; GBP 33.000 - 37.000; Tempo pieno

Vantaggi offerti da questo lavoro

25 days holiday

Pension contribution 6%

Private Medical Insurance

Critical Illness Cover

Death in Service

Diploma exam support

Career development

Growth opportunity

Friendly team

Descrizione del lavoro

Cranleigh Personnel is seeking an experienced IFA Administrator or Wealth Planning Administrator in Cambridge to support two Financial Advisers and help grow our Chartered Independent Financial Planning practice. This role is hybrid, with Monday and Friday working from home after probation, and offers strong career potential.

You’ll join a friendly, close-knit team in a growing Cambridge office, with diploma exam support and long-term development opportunities in a reputable advisory firm.

Competenze

• Experience as an IFA Administrator or Wealth Planning Administrator.
• Support two Financial Advisers and manage wealth planning admin tasks.
• Process new business across pensions, investments and protection.

Mansioni

• Support two Financial Advisers with wealth planning administration.
• Process new business across pensions, investments and protection.
• Prepare client documentation, meeting packs and review paperwork.
• Liaise with clients and providers to progress cases.
• Maintain accurate client records and back-office systems.
• Welcome clients and act as first point of contact.
• Assist with day-to-day running of the Cambridge office.
• Open/close the office and manage office supplies.

Conoscenze

Wealth planning admin

Organised

Descrizione del lavoro

Cranleigh Personnel is seeking an experienced IFA Administrator or Wealth Planning Administrator in Cambridge to support two Financial Advisers and help grow our Chartered Independent Financial Planning practice. This role is hybrid, with Monday and Friday working from home after probation, and offers strong career potential.

You’ll join a friendly, close-knit team in a growing Cambridge office, with diploma exam support and long-term development opportunities in a reputable advisory firm.