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Financial Planning Administrator

Heat Recruitment
Location 📍 Cambridge, United Kingdom
Posted 📅 June 16, 2026
Work Type ⏰ Full-time

Position Overview

Location

Cambridge

Salary £25000 - £30000 TypePermanent WorkplaceHybrid Ref89785

Recruiter Managing This Role

IFA Administrator Cambridge Up to £30,000


The opportunity for an IFA Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.


This would suit someone who is a recent graduate with an interest in Investments/financial services and keen to complete their exams within the industry.


The Opportunity

  • Provide administrative support throughout the trade implementation process
  • Provide administrative support to the investment team on day-to-day activities such as trade support, periodic rebalancing, corporate actions, cash flows, client reporting, portfolio monitoring, performance tracking, model changes, internal MI
  • Develop a strong relationship between Advisers and the Investment ...
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    Job Details

    Employment Type
    Full-time
    📊
    Category
    Financial Specialists
    🏠
    Work Arrangement
    On-site
    📍
    Location
    Cambridge, United Kingdom