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Wealth Management Administrator - Girton

Blakemore Recruitment
Full-time Cambridge, England Financial Specialists
Posted:
January 24, 2026
Location:
Cambridge, England, United Kingdom

Job Description

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 Overview

    Job Type: Full-time
    Location: Cambridge, United Kingdom
    Posted: January 24, 2026
    Deadline: March 05, 2026