Wealth Management Admin Specialist (Cambridge)

Perspective Financial Group Ltd; Cambridge; On-site; GBP 80,000 - 100,000; Full time

Job summary

A financial services provider located in Cambridge is seeking a Financial Administrator to provide administrative support and manage client correspondence in relation to pensions, investments, and protection. The ideal candidate will have strong communication skills, proficiency in office software, and experience in a Financial Planning environment. This position offers a comprehensive benefits package and a collaborative work culture.

Benefits

25 days holiday plus Bank Holidays

Birthday Leave

Holiday Purchase Scheme

Life Assurance

Pension

Corporate Eyecare

Electric Car Scheme

Shopping discounts

Qualifications

• Experience in a Financial Planning firm.
• Motivated, friendly, and professional.
• Ability to learn new skills quickly.

Responsibilities

• Day-to-day administration of Wealth Management.
• Client correspondence, written and verbal.
• Processing New Business and preparation of client review packs.
• Managing adviser’s diary and arranging client meetings.
• Maintaining client records accurately.

Skills

Knowledge of IO and Platform

Business correspondence and proofreading

Confidence with IT and office software

Management and prioritising workloads

Planning and organisational abilities

Analytical and problem-solving skills

Excellent communication skills

Team player

Tools

Teams

Outlook

Word

Excel

Job description

A financial services provider located in Cambridge is seeking a Financial Administrator to provide administrative support and manage client correspondence in relation to pensions, investments, and protection. The ideal candidate will have strong communication skills, proficiency in office software, and experience in a Financial Planning environment. This position offers a comprehensive benefits package and a collaborative work culture.