6th January 2022
Girton, Cambridgeshire
Job Type


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.
  • Adhere to the company handbook at all times.
  • Adhere to compliance requirements and procedures as guided by Risk Management and the Financial Conduct Authority regulator (FCA).

Personal Specification


  • Ability to work using your own initiative.
  • Problem-solving and decision-making abilities.
  • Excellent verbal and written communication skills.
  • Analytical skills and a good eye for detail.
  • Confident in liaising with colleagues and external providers.
  • Planning and organisation skills.
  • Proficient in MS Office systems.
  • Experience of working with Adviser Office. Desirable
  • Experience of working with Curo. Desirable


  • Experience of working in a busy and dynamic office environment.
  • Experiencing of managing a busy and varied workload.
  • Experience in working to deadlines with changing priorities.
  • Experience of working in an client administration role.
    Experience of working in Financial Services.

Personal Quality:

  • Self motivated and pro-active.
  • Ability to cope under pressure.
  • Ability and willingness to maintain a professional standard.
  • Good work ethic.

Qualifications & Training

  • Willingness to complete relevant training and obtain qualifications for the current role and future development.
  • Achieve and maintain a level of competence as required by the business.
  • Regular review of own training needs.
  • CII R01 Financial Services – Regulation and Ethics. Desirable
Optional Cover Letter
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