⏰ Full-time

Wealth Management Administrator - Girton

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Blakemore Recruitment

                    Location
                    📍 Cambridge, United Kingdom
                

                    Posted
                    📅 June 13, 2026
                

                    Work Type
                    ⏰ Full-time
                

Position Overview

We are currently recruiting for a Wealth Management firm based near Girton who are looking to recruit a Wealth Management Administrator to join their team. They are looking for someone with experience working within Wealth Management/Financial Services. They also require the candidate to have completed RO1 or the willingness to complete within an agreed timescale.
Job Purpose:

To provide administration support to the Directors, Financial Planners and Client Relationship Managers.

Main Duties:
Provide administration support for a bank of clients as identified by the Client Administration Team Leader (CATL).

Process new and existing business as instructed by the relevant Director, Financial Planner or Client Relationship Manager (CRM).

Keep the relevant individuals and/or clients updated, as and when required.

Ensure the back-office systems and client records are maintained and accurate at all times.

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Job Details

⏰

Employment Type

Full-time

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